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
926
$7.7K ﹤0.01%
96
927
$7.66K ﹤0.01%
237
928
$7.62K ﹤0.01%
374
-113
929
$7.56K ﹤0.01%
70
930
$7.51K ﹤0.01%
48
931
$7.5K ﹤0.01%
1,275
932
$7.5K ﹤0.01%
254
933
$7.48K ﹤0.01%
174
934
$7.37K ﹤0.01%
65
-100
935
$7.37K ﹤0.01%
120
936
$7.35K ﹤0.01%
104
937
$7.35K ﹤0.01%
73
938
$7.32K ﹤0.01%
1,000
939
$7.25K ﹤0.01%
243
940
$7.24K ﹤0.01%
41
941
$7.21K ﹤0.01%
44
942
$7.18K ﹤0.01%
77
943
$7.15K ﹤0.01%
97
944
$7.15K ﹤0.01%
106
945
$7.12K ﹤0.01%
342
946
$7.11K ﹤0.01%
12
947
$7.11K ﹤0.01%
+68
948
$7.1K ﹤0.01%
+5,000
949
$7.1K ﹤0.01%
+255
950
$7.09K ﹤0.01%
972
36 37
38
39 40