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
426
$28K 0.01%
2,560
427
$28K 0.01%
+729
428
$28K 0.01%
134
429
$28K 0.01%
+420
430
$28K 0.01%
362
431
$27K 0.01%
1,080
432
$27K 0.01%
234
-59
433
$27K 0.01%
275
434
$27K 0.01%
800
435
$27K 0.01%
+925
436
$27K 0.01%
150
437
$27K 0.01%
815
438
$26K 0.01%
1,472
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439
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440
$26K 0.01%
626
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441
$26K 0.01%
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442
$26K 0.01%
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443
$26K 0.01%
991
444
$26K 0.01%
41
445
$26K 0.01%
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446
$25K 0.01%
1,160
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$25K 0.01%
1,484
448
$25K 0.01%
1,342
449
$25K 0.01%
979
450
$25K 0.01%
58
16 17
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