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
301
$67K 0.03%
661
302
$67K 0.03%
325
303
$67K 0.03%
804
304
$67K 0.03%
509
+7
305
$66K 0.03%
598
306
$66K 0.03%
809
+56
307
$66K 0.03%
999
308
$65K 0.03%
5,326
309
$65K 0.03%
1,662
310
$65K 0.03%
487
311
$65K 0.03%
599
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312
$64K 0.03%
578
313
$64K 0.03%
181
-50
314
$64K 0.03%
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315
$63K 0.03%
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316
$63K 0.03%
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317
$62K 0.03%
4,340
318
$61K 0.03%
1,004
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319
$61K 0.03%
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320
$60K 0.03%
633
321
$60K 0.03%
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163
323
$59K 0.03%
1,098
324
$59K 0.03%
233
325
$57K 0.03%
477
-1,199
11 12
13
14 15