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
526
$15K 0.01%
67
+50
527
$15K 0.01%
28
+5
528
$15K 0.01%
1,072
529
$15K 0.01%
183
530
$15K 0.01%
214
531
$14K 0.01%
47
532
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75
533
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71
534
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+152
535
$14K 0.01%
275
536
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103
537
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58
538
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248
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539
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540
$14K 0.01%
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$14K 0.01%
111
542
$14K 0.01%
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543
$13K 0.01%
710
544
$13K 0.01%
186
-1,034
545
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546
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71
547
$13K 0.01%
29
548
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162
549
$13K 0.01%
225
-60
550
$13K 0.01%
242
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