KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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
676
$21.5K ﹤0.01%
1,631
677
$21.5K ﹤0.01%
+560
678
$21.4K ﹤0.01%
188
-13
679
$21.4K ﹤0.01%
710
680
$21.4K ﹤0.01%
4,084
681
$21.2K ﹤0.01%
148
682
$21.2K ﹤0.01%
172
-4
683
$21K ﹤0.01%
44
684
$21K ﹤0.01%
1,292
685
$20.8K ﹤0.01%
151
686
$20.8K ﹤0.01%
279
687
$20.7K ﹤0.01%
301
688
$20.7K ﹤0.01%
187
689
$20.6K ﹤0.01%
156
-30
690
$20.5K ﹤0.01%
133
691
$20.4K ﹤0.01%
350
692
$20.3K ﹤0.01%
700
693
$20.2K ﹤0.01%
1,125
694
$20.1K ﹤0.01%
1,379
695
$20.1K ﹤0.01%
253
696
$20.1K ﹤0.01%
772
697
$20.1K ﹤0.01%
225
698
$20K ﹤0.01%
554
699
$19.8K ﹤0.01%
+199
700
$19.7K ﹤0.01%
158
26 27
28
29 30