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
776
$13.4K ﹤0.01%
30
777
$13.4K ﹤0.01%
437
+243
778
$13.2K ﹤0.01%
100
779
$13.1K ﹤0.01%
193
780
$13.1K ﹤0.01%
397
781
$13K ﹤0.01%
71
782
$13K ﹤0.01%
280
783
$13K ﹤0.01%
70
784
$12.9K ﹤0.01%
11
785
$12.9K ﹤0.01%
178
786
$12.9K ﹤0.01%
382
-50
787
$12.9K ﹤0.01%
34
788
$12.8K ﹤0.01%
110
789
$12.8K ﹤0.01%
+2,800
790
$12.8K ﹤0.01%
141
791
$12.6K ﹤0.01%
560
792
$12.5K ﹤0.01%
470
793
$12.5K ﹤0.01%
+2,500
794
$12.3K ﹤0.01%
300
795
$12.3K ﹤0.01%
111
+3
796
$12.2K ﹤0.01%
+280
797
$12.2K ﹤0.01%
405
798
$12.2K ﹤0.01%
110
799
$12.2K ﹤0.01%
207
-108
800
$12.2K ﹤0.01%
+8
30 31
32
33 34