KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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
+$2.13M
2
+$1.63M
3
+$1.47M
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$930K
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$545K

Top Sells

1
+$499K
2
+$269K
3
+$200K
4
BABA icon
Alibaba
BABA
+$175K
5
UGI icon
UGI
UGI
+$165K

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%
150
432
$27K 0.01%
1,080
433
$27K 0.01%
234
-59
434
$27K 0.01%
275
435
$27K 0.01%
800
436
$27K 0.01%
+925
437
$27K 0.01%
815
438
$26K 0.01%
1,472
+100
439
$26K 0.01%
142
440
$26K 0.01%
626
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441
$26K 0.01%
1,356
442
$26K 0.01%
+800
443
$26K 0.01%
991
444
$26K 0.01%
41
445
$26K 0.01%
152
446
$25K 0.01%
1,160
447
$25K 0.01%
1,342
448
$25K 0.01%
979
449
$25K 0.01%
58
450
$25K 0.01%
1,657
16 17
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