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
1026
$5.17K ﹤0.01%
64
1027
$5.17K ﹤0.01%
126
1028
$5.13K ﹤0.01%
20
1029
$5.08K ﹤0.01%
249
-257
1030
$5.07K ﹤0.01%
291
1031
$5.06K ﹤0.01%
17
1032
$5.05K ﹤0.01%
194
1033
$5.05K ﹤0.01%
117
1034
$5.05K ﹤0.01%
147
1035
$5.04K ﹤0.01%
83
1036
$5.02K ﹤0.01%
22
1037
$4.99K ﹤0.01%
942
1038
$4.98K ﹤0.01%
33
1039
$4.85K ﹤0.01%
152
1040
$4.85K ﹤0.01%
489
1041
$4.8K ﹤0.01%
283
1042
$4.79K ﹤0.01%
+36
1043
$4.77K ﹤0.01%
61
1044
$4.67K ﹤0.01%
120
1045
$4.66K ﹤0.01%
64
1046
$4.64K ﹤0.01%
99
1047
$4.6K ﹤0.01%
421
1048
$4.58K ﹤0.01%
1,516
1049
$4.58K ﹤0.01%
202
1050
$4.57K ﹤0.01%
31
40 41
42
43 44