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
876
$9.18K ﹤0.01%
1,200
877
$9.16K ﹤0.01%
108
878
$9.09K ﹤0.01%
+1,120
879
$9.03K ﹤0.01%
99
-44
880
$8.94K ﹤0.01%
202
881
$8.92K ﹤0.01%
245
882
$8.89K ﹤0.01%
115
883
$8.89K ﹤0.01%
157
884
$8.89K ﹤0.01%
19
885
$8.89K ﹤0.01%
+628
886
$8.86K ﹤0.01%
38
887
$8.81K ﹤0.01%
47
888
$8.8K ﹤0.01%
+157
889
$8.77K ﹤0.01%
137
890
$8.77K ﹤0.01%
226
891
$8.74K ﹤0.01%
211
-980
892
$8.74K ﹤0.01%
41
893
$8.73K ﹤0.01%
44
894
$8.71K ﹤0.01%
138
895
$8.71K ﹤0.01%
95
896
$8.66K ﹤0.01%
84
897
$8.62K ﹤0.01%
96
898
$8.59K ﹤0.01%
68
899
$8.58K ﹤0.01%
82
900
$8.55K ﹤0.01%
143
34 35
36
37 38