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
451
$25K 0.01%
1,657
452
$25K 0.01%
394
+200
453
$25K 0.01%
100
454
$24K 0.01%
1,599
455
$24K 0.01%
428
+27
456
$24K 0.01%
330
457
$24K 0.01%
153
458
$24K 0.01%
4
459
$24K 0.01%
97
460
$24K 0.01%
138
+10
461
$24K 0.01%
210
462
$24K 0.01%
360
463
$23K 0.01%
260
+14
464
$23K 0.01%
+1,075
465
$23K 0.01%
367
466
$23K 0.01%
722
467
$23K 0.01%
213
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468
$22K 0.01%
342
469
$22K 0.01%
624
470
$22K 0.01%
326
471
$22K 0.01%
427
472
$22K 0.01%
351
473
$22K 0.01%
1,000
474
$22K 0.01%
412
-25
475
$22K 0.01%
782
17 18
19
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