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
801
$12.1K ﹤0.01%
58
-9
802
$12.1K ﹤0.01%
216
803
$12.1K ﹤0.01%
67
804
$12K ﹤0.01%
198
805
$12K ﹤0.01%
+200
806
$12K ﹤0.01%
37
-3
807
$12K ﹤0.01%
100
808
$11.9K ﹤0.01%
1,231
-41
809
$11.9K ﹤0.01%
150
810
$11.9K ﹤0.01%
1,801
811
$11.8K ﹤0.01%
283
812
$11.8K ﹤0.01%
36
813
$11.8K ﹤0.01%
306
814
$11.7K ﹤0.01%
481
815
$11.6K ﹤0.01%
52
816
$11.6K ﹤0.01%
103
817
$11.6K ﹤0.01%
368
818
$11.5K ﹤0.01%
+2,000
819
$11.4K ﹤0.01%
74
820
$11.2K ﹤0.01%
92
821
$11.2K ﹤0.01%
82
822
$11.2K ﹤0.01%
+1,000
823
$11.1K ﹤0.01%
265
-413
824
$11.1K ﹤0.01%
226
825
$11.1K ﹤0.01%
+118
31 32
33
34 35