KFI
Key Financial Inc Portfolio holdings
AUM
$497M
1-Year Return
13.15%
This Quarter Return
-0.95%
1 Year Return
+13.15%
3 Year Return
+47.67%
5 Year Return
+84.09%
10 Year Return
–
AUM
$460M
AUM Growth
+$19.6M
(+4.5%)
Cap. Flow
+$26.7M
Cap. Flow
% of AUM
5.81%
Top 10 Holdings %
Top 10 Hldgs %
29.35%
Holding
1,417
New
36
Increased
186
Reduced
124
Closed
34
Top Buys
Top Sells
| 1 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$583K |
| 2 |
Walt Disney
DIS
|
$463K |
| 3 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
$342K |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$307K |
| 5 |
Boeing
BA
|
$252K |
Sector Composition
| 1 | Technology | 12.38% |
| 2 | Healthcare | 4.98% |
| 3 | Financials | 4.79% |
| 4 | Consumer Discretionary | 3.14% |
| 5 | Consumer Staples | 2.45% |
