KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,485
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.21M
3
+$1.66M
4
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$1.19M
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$972K

Top Sells

1
+$2.96M
2
+$968K
3
+$551K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$483K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$469K

Sector Composition

1 Technology 13.26%
2 Financials 5.24%
3 Healthcare 4.96%
4 Consumer Discretionary 3.1%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$29.3K 0.01%
509
602
$29.3K 0.01%
170
603
$29.3K 0.01%
477
604
$29.2K 0.01%
1,104
605
$29.1K 0.01%
397
606
$29K 0.01%
258
607
$28.9K 0.01%
100
608
$28.7K 0.01%
117
609
$28.6K 0.01%
+1,496
610
$28.6K 0.01%
208
611
$28.5K 0.01%
552
612
$28.4K 0.01%
235
-215
613
$28.4K 0.01%
1,328
614
$28.3K 0.01%
192
-58
615
$28.2K 0.01%
203
616
$28K 0.01%
216
617
$28K 0.01%
645
-300
618
$27.7K 0.01%
79
619
$27.7K 0.01%
+444
620
$27.6K 0.01%
135
621
$27.4K 0.01%
141
622
$27.4K 0.01%
+317
623
$27.4K 0.01%
2,439
624
$27.4K 0.01%
242
+11
625
$26.9K 0.01%
334
23 24
25
26 27