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
301
$66K 0.04%
444
+100
302
$65K 0.04%
929
303
$65K 0.04%
398
+83
304
$63K 0.04%
661
305
$63K 0.04%
2,432
306
$63K 0.04%
804
307
$63K 0.04%
215
308
$62K 0.04%
325
-50
309
$62K 0.04%
880
310
$62K 0.04%
223
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311
$62K 0.04%
753
312
$61K 0.03%
190
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313
$61K 0.03%
1,154
314
$61K 0.03%
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315
$61K 0.03%
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316
$60K 0.03%
598
317
$60K 0.03%
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318
$60K 0.03%
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319
$60K 0.03%
633
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$59K 0.03%
1,280
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$59K 0.03%
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$59K 0.03%
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$58K 0.03%
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325
$58K 0.03%
296
+14
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13
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