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
401
$35K 0.02%
190
+180
402
$34K 0.02%
40
+2
403
$34K 0.02%
675
404
$34K 0.02%
463
+11
405
$34K 0.02%
198
406
$34K 0.02%
1,104
407
$33K 0.02%
1,552
408
$33K 0.02%
585
-569
409
$33K 0.02%
204
410
$32K 0.02%
1,225
411
$32K 0.02%
524
412
$32K 0.02%
139
413
$31K 0.02%
1,456
414
$31K 0.02%
317
415
$30K 0.02%
38
+2
416
$30K 0.02%
268
417
$30K 0.02%
419
418
$30K 0.02%
151
+49
419
$30K 0.02%
265
420
$29K 0.01%
363
421
$29K 0.01%
400
422
$29K 0.01%
400
423
$29K 0.01%
583
+103
424
$29K 0.01%
133
425
$29K 0.01%
177
15 16
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