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
$562M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,483
New
Increased
Reduced
Closed

Top Sells

1 +$1.44M
2 +$689K
3 +$474K
4
BSMV icon
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
+$394K
5
AZN icon
AstraZeneca
AZN
+$378K

Sector Composition

1 Technology 12.23%
2 Healthcare 4.95%
3 Financials 4.74%
4 Consumer Discretionary 2.94%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HBAN icon
876
Huntington Bancshares
HBAN
$33.5B
$10.3K ﹤0.01%
659
CC icon
877
Chemours
CC
$3.26B
$10.3K ﹤0.01%
467
-14
CPB icon
878
Campbell Soup
CPB
$6.43B
$10.2K ﹤0.01%
460
PDBC icon
879
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.25B
$10.2K ﹤0.01%
589
-17
FE icon
880
FirstEnergy
FE
$26.4B
$10.1K ﹤0.01%
199
HLN icon
881
Haleon
HLN
$39.6B
$10K ﹤0.01%
1,000
-64
GOLF icon
882
Acushnet Holdings
GOLF
$5.21B
$10K ﹤0.01%
107
SGI
883
Somnigroup International
SGI
$14.6B
$9.98K ﹤0.01%
135
ULTA icon
884
Ulta Beauty
ULTA
$20.1B
$9.93K ﹤0.01%
19
-1
RDY icon
885
Dr. Reddy's Laboratories
RDY
$11B
$9.83K ﹤0.01%
710
CGCP icon
886
Capital Group Core Plus Income ETF
CGCP
$7.83B
$9.79K ﹤0.01%
438
SAIC icon
887
Saic
SAIC
$4.93B
$9.78K ﹤0.01%
103
BHP icon
888
BHP
BHP
$226B
$9.75K ﹤0.01%
134
+99
GPC icon
889
Genuine Parts
GPC
$13.6B
$9.73K ﹤0.01%
92
TTC icon
890
Toro Company
TTC
$8.61B
$9.72K ﹤0.01%
104
HLI icon
891
Houlihan Lokey
HLI
$9.75B
$9.62K ﹤0.01%
67
ITEQ icon
892
Amplify BlueStar Israel Technology ETF
ITEQ
$122M
$9.61K ﹤0.01%
167
CHT icon
893
Chunghwa Telecom
CHT
$35B
$9.59K ﹤0.01%
227
ELF icon
894
e.l.f. Beauty
ELF
$3.06B
$9.58K ﹤0.01%
158
AOS icon
895
A.O. Smith
AOS
$7.86B
$9.43K ﹤0.01%
143
FCNCA icon
896
First Citizens BancShares
FCNCA
$23.7B
$9.42K ﹤0.01%
5
AAL icon
897
American Airlines Group
AAL
$8.8B
$9.33K ﹤0.01%
869
TDG icon
898
TransDigm Group
TDG
$68.7B
$9.27K ﹤0.01%
8
SCHC icon
899
Schwab International Small-Cap Equity ETF
SCHC
$5.53B
$9.26K ﹤0.01%
198
HOMB icon
900
Home BancShares
HOMB
$5.41B
$9.21K ﹤0.01%
342