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
826
$11K ﹤0.01%
659
827
$11K ﹤0.01%
106
828
$11K ﹤0.01%
27
829
$11K ﹤0.01%
138
830
$11K ﹤0.01%
19
831
$11K ﹤0.01%
138
832
$10.9K ﹤0.01%
134
833
$10.8K ﹤0.01%
140
834
$10.8K ﹤0.01%
255
835
$10.8K ﹤0.01%
21
836
$10.8K ﹤0.01%
128
837
$10.7K ﹤0.01%
335
838
$10.7K ﹤0.01%
710
839
$10.7K ﹤0.01%
200
840
$10.7K ﹤0.01%
419
841
$10.6K ﹤0.01%
+605
842
$10.6K ﹤0.01%
227
843
$10.6K ﹤0.01%
61
844
$10.5K ﹤0.01%
218
845
$10.5K ﹤0.01%
221
846
$10.4K ﹤0.01%
675
847
$10.4K ﹤0.01%
1,000
-1,108
848
$10.4K ﹤0.01%
354
849
$10.4K ﹤0.01%
199
850
$10.3K ﹤0.01%
124
+34
32 33
34
35 36