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 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$1.75K ﹤0.01%
30
1202
$1.73K ﹤0.01%
19
1203
$1.73K ﹤0.01%
27
1204
$1.72K ﹤0.01%
20
-58
1205
$1.7K ﹤0.01%
46
1206
$1.67K ﹤0.01%
50
1207
$1.65K ﹤0.01%
25
1208
$1.64K ﹤0.01%
70
1209
$1.61K ﹤0.01%
16
1210
$1.61K ﹤0.01%
37
1211
$1.59K ﹤0.01%
59
1212
$1.59K ﹤0.01%
18
1213
$1.56K ﹤0.01%
64
1214
$1.55K ﹤0.01%
39
1215
$1.54K ﹤0.01%
18
1216
$1.53K ﹤0.01%
3
1217
$1.53K ﹤0.01%
24
1218
$1.53K ﹤0.01%
41
1219
$1.52K ﹤0.01%
12
1220
$1.51K ﹤0.01%
34
1221
$1.51K ﹤0.01%
75
1222
$1.49K ﹤0.01%
142
1223
$1.49K ﹤0.01%
25
1224
$1.48K ﹤0.01%
161
1225
$1.46K ﹤0.01%
54
47 48
49
50 51