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
426
$26K 0.01%
317
427
$26K 0.01%
480
428
$26K 0.01%
815
429
$25K 0.01%
1,484
430
$25K 0.01%
1,160
431
$25K 0.01%
991
432
$25K 0.01%
1,342
433
$25K 0.01%
194
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434
$25K 0.01%
1,657
435
$25K 0.01%
362
436
$24K 0.01%
437
+175
437
$24K 0.01%
1,356
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438
$24K 0.01%
275
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439
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440
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97
442
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443
$23K 0.01%
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445
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$23K 0.01%
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448
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1,000
449
$23K 0.01%
722
450
$23K 0.01%
150
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