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
376
$40K 0.02%
196
+36
377
$40K 0.02%
800
378
$39K 0.02%
69
+15
379
$39K 0.02%
494
380
$39K 0.02%
417
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381
$38K 0.02%
885
382
$38K 0.02%
1,600
383
$38K 0.02%
+150
384
$38K 0.02%
800
385
$38K 0.02%
687
386
$38K 0.02%
2,000
387
$37K 0.02%
323
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388
$37K 0.02%
1,200
389
$37K 0.02%
245
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390
$37K 0.02%
270
391
$37K 0.02%
195
392
$37K 0.02%
435
393
$36K 0.02%
2,450
394
$36K 0.02%
3,265
395
$36K 0.02%
2,439
396
$35K 0.02%
156
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397
$35K 0.02%
1,080
398
$35K 0.02%
482
-15
399
$35K 0.02%
1,026
400
$35K 0.02%
85
+9
14 15
16
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