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
1176
$2.15K ﹤0.01%
50
1177
$2.12K ﹤0.01%
216
1178
$2.1K ﹤0.01%
21
1179
$2.08K ﹤0.01%
41
1180
$2.08K ﹤0.01%
360
1181
$2.05K ﹤0.01%
63
1182
$2.05K ﹤0.01%
94
1183
$2.01K ﹤0.01%
25
1184
$1.99K ﹤0.01%
83
1185
$1.98K ﹤0.01%
29
1186
$1.96K ﹤0.01%
60
1187
$1.95K ﹤0.01%
23
1188
$1.95K ﹤0.01%
29
1189
$1.93K ﹤0.01%
8
1190
$1.92K ﹤0.01%
20
1191
$1.91K ﹤0.01%
20
1192
$1.89K ﹤0.01%
150
1193
$1.89K ﹤0.01%
10
1194
$1.88K ﹤0.01%
30
1195
$1.84K ﹤0.01%
21
1196
$1.82K ﹤0.01%
+100
1197
$1.82K ﹤0.01%
18
1198
$1.81K ﹤0.01%
17
1199
$1.79K ﹤0.01%
24
1200
$1.79K ﹤0.01%
49
46 47
48
49 50