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
1226
$1.45K ﹤0.01%
228
1227
$1.44K ﹤0.01%
6
1228
$1.42K ﹤0.01%
108
1229
$1.41K ﹤0.01%
261
1230
$1.41K ﹤0.01%
51
1231
$1.41K ﹤0.01%
+28
1232
$1.4K ﹤0.01%
32
1233
$1.38K ﹤0.01%
+60
1234
$1.38K ﹤0.01%
44
1235
$1.35K ﹤0.01%
20
1236
$1.34K ﹤0.01%
+14
1237
$1.34K ﹤0.01%
55
1238
$1.32K ﹤0.01%
74
1239
$1.32K ﹤0.01%
59
1240
$1.3K ﹤0.01%
200
1241
$1.29K ﹤0.01%
159
1242
$1.28K ﹤0.01%
14
1243
$1.26K ﹤0.01%
17
1244
$1.26K ﹤0.01%
7
1245
$1.25K ﹤0.01%
17
1246
$1.24K ﹤0.01%
35
1247
$1.23K ﹤0.01%
+24
1248
$1.23K ﹤0.01%
3
1249
$1.22K ﹤0.01%
23
1250
$1.22K ﹤0.01%
79
48 49
50
51 52