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
951
$7.05K ﹤0.01%
184
952
$7.03K ﹤0.01%
39
953
$7.02K ﹤0.01%
135
954
$7K ﹤0.01%
+2,500
955
$6.99K ﹤0.01%
+334
956
$6.97K ﹤0.01%
500
957
$6.96K ﹤0.01%
64
958
$6.94K ﹤0.01%
291
959
$6.94K ﹤0.01%
39
960
$6.88K ﹤0.01%
60
961
$6.87K ﹤0.01%
133
962
$6.84K ﹤0.01%
211
963
$6.83K ﹤0.01%
523
964
$6.76K ﹤0.01%
184
965
$6.75K ﹤0.01%
+31
966
$6.73K ﹤0.01%
149
967
$6.66K ﹤0.01%
417
968
$6.65K ﹤0.01%
83
969
$6.63K ﹤0.01%
46
970
$6.63K ﹤0.01%
63
971
$6.61K ﹤0.01%
150
972
$6.61K ﹤0.01%
+351
973
$6.58K ﹤0.01%
99
974
$6.53K ﹤0.01%
250
-743
975
$6.52K ﹤0.01%
124
+51
37 38
39
40 41