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
901
$8.49K ﹤0.01%
200
902
$8.45K ﹤0.01%
3,965
903
$8.43K ﹤0.01%
198
904
$8.42K ﹤0.01%
25
905
$8.41K ﹤0.01%
116
906
$8.36K ﹤0.01%
101
907
$8.33K ﹤0.01%
207
908
$8.26K ﹤0.01%
580
909
$8.2K ﹤0.01%
190
910
$8.12K ﹤0.01%
63
911
$8.06K ﹤0.01%
381
912
$8.04K ﹤0.01%
15
913
$8.01K ﹤0.01%
175
914
$7.99K ﹤0.01%
30
915
$7.98K ﹤0.01%
73
916
$7.93K ﹤0.01%
85
917
$7.9K ﹤0.01%
704
-112
918
$7.9K ﹤0.01%
358
919
$7.85K ﹤0.01%
221
920
$7.85K ﹤0.01%
123
921
$7.79K ﹤0.01%
107
922
$7.79K ﹤0.01%
106
923
$7.79K ﹤0.01%
69
924
$7.77K ﹤0.01%
77
925
$7.76K ﹤0.01%
143
35 36
37
38 39