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
1151
$2.62K ﹤0.01%
44
1152
$2.58K ﹤0.01%
340
1153
$2.57K ﹤0.01%
25
1154
$2.56K ﹤0.01%
375
1155
$2.53K ﹤0.01%
+50
1156
$2.52K ﹤0.01%
550
1157
$2.48K ﹤0.01%
185
1158
$2.47K ﹤0.01%
29
1159
$2.44K ﹤0.01%
19
1160
$2.43K ﹤0.01%
+196
1161
$2.4K ﹤0.01%
+64
1162
$2.37K ﹤0.01%
39
1163
$2.35K ﹤0.01%
62
1164
$2.34K ﹤0.01%
91
1165
$2.33K ﹤0.01%
39
1166
$2.33K ﹤0.01%
12
1167
$2.32K ﹤0.01%
67
1168
$2.31K ﹤0.01%
40
1169
$2.3K ﹤0.01%
97
1170
$2.28K ﹤0.01%
31
1171
$2.22K ﹤0.01%
15
1172
$2.21K ﹤0.01%
44
1173
$2.2K ﹤0.01%
32
1174
$2.18K ﹤0.01%
20
1175
$2.18K ﹤0.01%
13
45 46
47
48 49