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
1076
$4.07K ﹤0.01%
91
1077
$4.07K ﹤0.01%
488
1078
$4.06K ﹤0.01%
28
1079
$4.06K ﹤0.01%
325
1080
$4.05K ﹤0.01%
548
1081
$3.96K ﹤0.01%
312
1082
$3.95K ﹤0.01%
99
1083
$3.87K ﹤0.01%
84
1084
$3.87K ﹤0.01%
400
1085
$3.87K ﹤0.01%
78
1086
$3.85K ﹤0.01%
+69
1087
$3.85K ﹤0.01%
122
1088
$3.84K ﹤0.01%
38
1089
$3.81K ﹤0.01%
100
1090
$3.79K ﹤0.01%
204
1091
$3.73K ﹤0.01%
112
1092
$3.68K ﹤0.01%
59
1093
$3.62K ﹤0.01%
46
1094
$3.57K ﹤0.01%
157
1095
$3.52K ﹤0.01%
109
+21
1096
$3.5K ﹤0.01%
57
1097
$3.48K ﹤0.01%
158
1098
$3.47K ﹤0.01%
69
1099
$3.46K ﹤0.01%
100
1100
$3.42K ﹤0.01%
100
42 43
44
45 46