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
651
$23.9K ﹤0.01%
1,953
652
$23.8K ﹤0.01%
1,021
653
$23.8K ﹤0.01%
500
654
$23.8K ﹤0.01%
89
655
$23.7K ﹤0.01%
806
656
$23.7K ﹤0.01%
484
657
$23.5K ﹤0.01%
+66
658
$23.5K ﹤0.01%
360
659
$23.4K ﹤0.01%
112
660
$23.4K ﹤0.01%
252
+3
661
$23.3K ﹤0.01%
253
662
$23.2K ﹤0.01%
106
663
$23.1K ﹤0.01%
2,020
-52
664
$22.9K ﹤0.01%
750
665
$22.9K ﹤0.01%
610
-320
666
$22.7K ﹤0.01%
152
667
$22.6K ﹤0.01%
815
668
$22.4K ﹤0.01%
+222
669
$22.3K ﹤0.01%
900
670
$22K ﹤0.01%
134
671
$21.8K ﹤0.01%
120
672
$21.8K ﹤0.01%
274
673
$21.7K ﹤0.01%
239
-114
674
$21.7K ﹤0.01%
219
675
$21.7K ﹤0.01%
178
+81
25 26
27
28 29