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
1251
$1.17K ﹤0.01%
4
1252
$1.17K ﹤0.01%
46
1253
$1.17K ﹤0.01%
90
1254
$1.16K ﹤0.01%
20
1255
$1.14K ﹤0.01%
21
1256
$1.14K ﹤0.01%
300
1257
$1.13K ﹤0.01%
+63
1258
$1.12K ﹤0.01%
23
1259
$1.11K ﹤0.01%
2
1260
$1.09K ﹤0.01%
12
-556
1261
$1.09K ﹤0.01%
18
1262
$1.09K ﹤0.01%
31
1263
$1.07K ﹤0.01%
68
1264
$1.05K ﹤0.01%
+94
1265
$1K ﹤0.01%
20
1266
$1K ﹤0.01%
48
1267
$993 ﹤0.01%
201
1268
$970 ﹤0.01%
64
1269
$968 ﹤0.01%
15
1270
$955 ﹤0.01%
+14
1271
$950 ﹤0.01%
7
1272
$947 ﹤0.01%
5
1273
$947 ﹤0.01%
385
1274
$944 ﹤0.01%
8
1275
$939 ﹤0.01%
31
49 50
51
52 53