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
276
$79K 0.04%
1,572
277
$78K 0.04%
452
+8
278
$78K 0.04%
2,432
279
$78K 0.04%
4,083
280
$76K 0.04%
4,736
281
$76K 0.04%
2,863
+15
282
$76K 0.04%
2,493
+10
283
$76K 0.04%
5,494
284
$75K 0.04%
859
285
$75K 0.04%
2,834
286
$75K 0.04%
1,017
287
$74K 0.04%
215
288
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351
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289
$73K 0.04%
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290
$73K 0.04%
1,423
-46
291
$71K 0.04%
34
292
$71K 0.04%
1,316
293
$71K 0.04%
341
294
$70K 0.04%
3,846
295
$70K 0.04%
620
296
$70K 0.04%
800
297
$69K 0.03%
1,857
+1,661
298
$69K 0.03%
1,583
299
$68K 0.03%
1,193
+708
300
$68K 0.03%
1,010
-721
10 11
12
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