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
$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
State Street 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
376
$39K 0.02%
321
-352
377
$38K 0.02%
435
378
$38K 0.02%
885
379
$38K 0.02%
1,205
380
$37K 0.02%
1,000
381
$37K 0.02%
598
382
$37K 0.02%
687
383
$37K 0.02%
270
384
$36K 0.02%
494
385
$36K 0.02%
293
-50
386
$36K 0.02%
2,439
387
$35K 0.02%
1,080
+250
388
$35K 0.02%
2,450
389
$35K 0.02%
800
390
$34K 0.02%
675
391
$34K 0.02%
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392
$34K 0.02%
195
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393
$33K 0.02%
452
394
$33K 0.02%
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395
$32K 0.02%
+1,225
396
$32K 0.02%
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397
$32K 0.02%
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398
$32K 0.02%
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399
$32K 0.02%
1,600
400
$32K 0.02%
167
14 15
16
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