KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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
1001
$5.8K ﹤0.01%
110
1002
$5.77K ﹤0.01%
608
1003
$5.75K ﹤0.01%
172
1004
$5.7K ﹤0.01%
14
1005
$5.69K ﹤0.01%
46
1006
$5.65K ﹤0.01%
141
1007
$5.63K ﹤0.01%
11
1008
$5.62K ﹤0.01%
+200
1009
$5.54K ﹤0.01%
362
+3
1010
$5.53K ﹤0.01%
28
1011
$5.52K ﹤0.01%
481
1012
$5.51K ﹤0.01%
481
1013
$5.47K ﹤0.01%
99
1014
$5.36K ﹤0.01%
36
1015
$5.34K ﹤0.01%
58
1016
$5.32K ﹤0.01%
180
1017
$5.31K ﹤0.01%
27
1018
$5.28K ﹤0.01%
+2,000
1019
$5.28K ﹤0.01%
183
1020
$5.28K ﹤0.01%
97
+14
1021
$5.25K ﹤0.01%
12
1022
$5.25K ﹤0.01%
29
1023
$5.24K ﹤0.01%
50
1024
$5.24K ﹤0.01%
15
1025
$5.2K ﹤0.01%
41
39 40
41
42 43