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
1276
$936 ﹤0.01%
89
1277
$928 ﹤0.01%
160
1278
$918 ﹤0.01%
10
1279
$901 ﹤0.01%
+21
1280
$891 ﹤0.01%
12
1281
$883 ﹤0.01%
2
1282
$881 ﹤0.01%
56
1283
$879 ﹤0.01%
10
1284
$875 ﹤0.01%
11
1285
$863 ﹤0.01%
+16
1286
$853 ﹤0.01%
17
1287
$846 ﹤0.01%
50
1288
$833 ﹤0.01%
20
1289
$827 ﹤0.01%
29
1290
$825 ﹤0.01%
13
1291
$804 ﹤0.01%
10
1292
$770 ﹤0.01%
27
1293
$751 ﹤0.01%
19
1294
$730 ﹤0.01%
107
1295
$728 ﹤0.01%
6
1296
$718 ﹤0.01%
+8
1297
$701 ﹤0.01%
18
1298
$692 ﹤0.01%
59
1299
$683 ﹤0.01%
100
1300
$677 ﹤0.01%
13
50 51
52
53 54