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
1126
$3.02K ﹤0.01%
30
1127
$3.01K ﹤0.01%
2,020
1128
$2.99K ﹤0.01%
90
-364
1129
$2.97K ﹤0.01%
53
1130
$2.94K ﹤0.01%
567
1131
$2.94K ﹤0.01%
52
1132
$2.93K ﹤0.01%
26
1133
$2.89K ﹤0.01%
95
1134
$2.87K ﹤0.01%
98
1135
$2.87K ﹤0.01%
55
-18
1136
$2.85K ﹤0.01%
68
1137
$2.8K ﹤0.01%
+120
1138
$2.79K ﹤0.01%
83
1139
$2.76K ﹤0.01%
9
1140
$2.75K ﹤0.01%
5
1141
$2.74K ﹤0.01%
+19
1142
$2.72K ﹤0.01%
119
1143
$2.71K ﹤0.01%
82
1144
$2.7K ﹤0.01%
+100
1145
$2.68K ﹤0.01%
40
1146
$2.68K ﹤0.01%
37
-1
1147
$2.67K ﹤0.01%
109
1148
$2.66K ﹤0.01%
46
1149
$2.64K ﹤0.01%
14
1150
$2.62K ﹤0.01%
26
44 45
46
47 48