KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,500
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.52M
3 +$1.12M
4
MRBK icon
Meridian
MRBK
+$917K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$821K

Top Sells

1 +$662K
2 +$469K
3 +$399K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$352K
5
AAPL icon
Apple
AAPL
+$350K

Sector Composition

1 Technology 14.22%
2 Financials 5.06%
3 Healthcare 4.81%
4 Consumer Discretionary 3.02%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NANR icon
876
SPDR S&P North American Natural Resources ETF
NANR
$753M
$10.2K ﹤0.01%
157
SXI icon
877
Standex International
SXI
$2.72B
$10.1K ﹤0.01%
48
RDY icon
878
Dr. Reddy's Laboratories
RDY
$11.7B
$10.1K ﹤0.01%
710
AXIA
879
AXIA Energia
AXIA
$26.2B
$10K ﹤0.01%
1,010
DWAS icon
880
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$749M
$9.99K ﹤0.01%
108
CGCP icon
881
Capital Group Core Plus Income ETF
CGCP
$6.33B
$9.98K ﹤0.01%
+438
CHT icon
882
Chunghwa Telecom
CHT
$32B
$9.96K ﹤0.01%
227
IGE icon
883
iShares North American Natural Resources ETF
IGE
$639M
$9.92K ﹤0.01%
202
FNV icon
884
Franco-Nevada
FNV
$40.8B
$9.78K ﹤0.01%
44
ITEQ icon
885
Amplify BlueStar Israel Technology ETF
ITEQ
$102M
$9.74K ﹤0.01%
167
SGOV icon
886
iShares 0-3 Month Treasury Bond ETF
SGOV
$66.5B
$9.74K ﹤0.01%
97
-125
FOXA icon
887
Fox Class A
FOXA
$31.7B
$9.72K ﹤0.01%
157
VTR icon
888
Ventas
VTR
$37.2B
$9.7K ﹤0.01%
138
CAG icon
889
Conagra Brands
CAG
$8.21B
$9.65K ﹤0.01%
500
HOMB icon
890
Home BancShares
HOMB
$5.63B
$9.63K ﹤0.01%
342
HLN icon
891
Haleon
HLN
$43.8B
$9.59K ﹤0.01%
1,064
+64
IBP icon
892
Installed Building Products
IBP
$7.15B
$9.56K ﹤0.01%
39
IEX icon
893
IDEX
IEX
$13.3B
$9.52K ﹤0.01%
58
FE icon
894
FirstEnergy
FE
$25.7B
$9.52K ﹤0.01%
207
MSCI icon
895
MSCI
MSCI
$42.4B
$9.39K ﹤0.01%
17
-2
SPVM icon
896
Invesco S&P 500 Value with Momentum ETF
SPVM
$90M
$9.35K ﹤0.01%
143
VC icon
897
Visteon
VC
$2.75B
$9.32K ﹤0.01%
77
HAL icon
898
Halliburton
HAL
$23.4B
$9.31K ﹤0.01%
374
AAON icon
899
Aaon
AAON
$6.12B
$9.3K ﹤0.01%
97
ATKR icon
900
Atkore
ATKR
$2.18B
$9.3K ﹤0.01%
145