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
1101
$3.41K ﹤0.01%
+75
1102
$3.4K ﹤0.01%
141
1103
$3.4K ﹤0.01%
66
1104
$3.39K ﹤0.01%
69
+57
1105
$3.37K ﹤0.01%
68
+60
1106
$3.36K ﹤0.01%
27
1107
$3.33K ﹤0.01%
40
1108
$3.31K ﹤0.01%
78
1109
$3.28K ﹤0.01%
67
1110
$3.2K ﹤0.01%
23
1111
$3.19K ﹤0.01%
46
1112
$3.18K ﹤0.01%
66
1113
$3.17K ﹤0.01%
43
1114
$3.17K ﹤0.01%
+200
1115
$3.17K ﹤0.01%
180
1116
$3.17K ﹤0.01%
33
1117
$3.16K ﹤0.01%
47
1118
$3.14K ﹤0.01%
45
1119
$3.12K ﹤0.01%
121
1120
$3.12K ﹤0.01%
+35
1121
$3.12K ﹤0.01%
40
1122
$3.09K ﹤0.01%
37
1123
$3.05K ﹤0.01%
349
1124
$3.05K ﹤0.01%
120
1125
$3.03K ﹤0.01%
32
43 44
45
46 47