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
276
$73K 0.04%
5,494
277
$72K 0.04%
1,155
278
$72K 0.04%
1,583
279
$72K 0.04%
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280
$72K 0.04%
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281
$71K 0.04%
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282
$71K 0.04%
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283
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696
284
$71K 0.04%
1,890
285
$71K 0.04%
356
286
$71K 0.04%
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287
$70K 0.04%
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288
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859
289
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290
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291
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292
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293
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294
$67K 0.04%
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295
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296
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298
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299
$66K 0.04%
299
300
$66K 0.04%
1,662
+26
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12
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