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
1051
$4.56K ﹤0.01%
250
1052
$4.55K ﹤0.01%
28
1053
$4.52K ﹤0.01%
+142
1054
$4.51K ﹤0.01%
63
1055
$4.5K ﹤0.01%
50
1056
$4.47K ﹤0.01%
+22
1057
$4.46K ﹤0.01%
218
1058
$4.46K ﹤0.01%
52
1059
$4.44K ﹤0.01%
37
1060
$4.42K ﹤0.01%
44
1061
$4.39K ﹤0.01%
188
1062
$4.39K ﹤0.01%
200
1063
$4.38K ﹤0.01%
+47
1064
$4.38K ﹤0.01%
135
1065
$4.32K ﹤0.01%
89
1066
$4.29K ﹤0.01%
93
1067
$4.29K ﹤0.01%
84
+70
1068
$4.27K ﹤0.01%
34
1069
$4.26K ﹤0.01%
100
1070
$4.26K ﹤0.01%
76
1071
$4.18K ﹤0.01%
60
1072
$4.17K ﹤0.01%
127
1073
$4.15K ﹤0.01%
36
1074
$4.13K ﹤0.01%
57
1075
$4.13K ﹤0.01%
165
41 42
43
44 45