KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.83M
3
+$1.43M
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$945K
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$555K

Top Sells

1
+$499K
2
+$269K
3
+$214K
4
UGI icon
UGI
UGI
+$171K
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$149K

Sector Composition

1 Technology 17.28%
2 Healthcare 10.8%
3 Financials 6.02%
4 Consumer Discretionary 6%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$89K 0.04%
1,039
252
$89K 0.04%
537
253
$88K 0.04%
3,597
254
$88K 0.04%
2,343
255
$87K 0.04%
1,525
256
$86K 0.04%
1,715
257
$86K 0.04%
930
258
$86K 0.04%
785
259
$86K 0.04%
1,101
+150
260
$85K 0.04%
732
+36
261
$84K 0.04%
700
262
$83K 0.04%
170
263
$83K 0.04%
1,687
+36
264
$82K 0.04%
34
265
$82K 0.04%
880
266
$82K 0.04%
900
267
$82K 0.04%
3,772
268
$81K 0.04%
356
269
$81K 0.04%
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270
$80K 0.04%
457
271
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190
272
$79K 0.04%
870
273
$79K 0.04%
223
274
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508
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275
$79K 0.04%
350
+40
9 10
11
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