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
851
$10.3K ﹤0.01%
298
852
$10.2K ﹤0.01%
500
853
$10.2K ﹤0.01%
145
854
$10.2K ﹤0.01%
33
855
$10.2K ﹤0.01%
1,500
856
$10.2K ﹤0.01%
58
857
$10.1K ﹤0.01%
62
858
$10.1K ﹤0.01%
100
859
$10.1K ﹤0.01%
136
860
$10.1K ﹤0.01%
219
861
$10.1K ﹤0.01%
141
+122
862
$10.1K ﹤0.01%
89
863
$10K ﹤0.01%
41
864
$10K ﹤0.01%
61
865
$9.77K ﹤0.01%
183
866
$9.73K ﹤0.01%
342
867
$9.51K ﹤0.01%
62
868
$9.49K ﹤0.01%
+67
869
$9.44K ﹤0.01%
+167
870
$9.44K ﹤0.01%
97
871
$9.38K ﹤0.01%
143
872
$9.34K ﹤0.01%
25
873
$9.28K ﹤0.01%
19
+2
874
$9.22K ﹤0.01%
274
875
$9.19K ﹤0.01%
135
33 34
35
36 37