KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.24M
3
+$2.15M
4
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$1.74M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.64M

Top Sells

1
+$940K
2
+$651K
3
+$591K
4
VPV icon
Invesco Pennsylvania Value Municipal Income Trust
VPV
+$315K
5
NQP icon
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
+$306K

Sector Composition

1 Technology 13.74%
2 Healthcare 8.19%
3 Financials 4.7%
4 Consumer Staples 4.34%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
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