KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$607K
2
+$342K
3
+$303K
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$261K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$235K

Top Sells

1
+$640K
2
+$466K
3
+$246K
4
GE icon
GE Aerospace
GE
+$209K
5
BIIB icon
Biogen
BIIB
+$116K

Sector Composition

1 Technology 15.48%
2 Healthcare 10.85%
3 Communication Services 7.05%
4 Financials 6.61%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$82K 0.05%
1,555
252
$82K 0.05%
1,100
253
$82K 0.05%
1,945
254
$82K 0.05%
3,960
-11,880
255
$81K 0.05%
34
+2
256
$81K 0.05%
561
+24
257
$81K 0.05%
2,483
+202
258
$81K 0.05%
301
259
$80K 0.05%
1,715
260
$80K 0.05%
231
+52
261
$80K 0.05%
4,736
262
$79K 0.04%
533
263
$79K 0.04%
1,039
264
$79K 0.04%
1,017
265
$79K 0.04%
1,064
266
$78K 0.04%
+4,340
267
$77K 0.04%
457
+266
268
$77K 0.04%
2,834
269
$76K 0.04%
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270
$75K 0.04%
167
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271
$75K 0.04%
4,083
272
$75K 0.04%
951
-694
273
$74K 0.04%
870
274
$74K 0.04%
1,469
275
$73K 0.04%
443
9 10
11
12 13