KFI
Key Financial Inc Portfolio holdings
AUM
$497M
1-Year Est. Return
13.15%
1 Year Est. Return
+13.15%
AUM
$497M
AUM Growth
+$37.4M
(+8.1%)
Holding
1,485
Top Buys
| 1 | +$3.55M | |
| 2 | +$2.33M | |
| 3 | +$1.81M | |
| 4 |
First Trust International Developed Capital Strength ETF
FICS
|
+$1.21M |
| 5 |
GE Aerospace
GE
|
+$1.03M |
Top Sells
| 1 | +$3.13M | |
| 2 | +$968K | |
| 3 | +$611K | |
| 4 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$513K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1476
Invesco S&P MidCap Momentum ETF
XMMO
$5.91B
| – | – |
-59
|
|
||
1477
Yum China
YUMC
$16.3B
| – | – |
-2,560
|
|
||
|
QVCGA
1478
QVC Group Inc Series A
QVCGA
$117M
| – | – |
-1
|
|
||
1479
Incyte
INCY
$16.8B
| – | – |
-50
|
|
||
1480
SPDR SSGA Income Allocation ETF
INKM
$73.3M
| – | – |
-173
|
|
||
1481
Iron Mountain
IRM
$31.3B
| – | – |
-251
|
|
||
1482
iShares Global Energy ETF
IXC
$1.83B
| – | – |
-138
|
|
||
1483
iShares US Energy ETF
IYE
$1.13B
| – | – |
-600
|
|
||
1484
iShares US Financials ETF
IYF
$3.98B
| – | – |
-49
|
|