KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
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
551
$13K 0.01%
242
552
$13K 0.01%
195
+2
553
$13K 0.01%
50
554
$13K 0.01%
69
555
$12K 0.01%
160
556
$12K 0.01%
359
557
$12K 0.01%
156
558
$12K 0.01%
178
559
$12K 0.01%
228
+37
560
$12K 0.01%
387
+4
561
$12K 0.01%
88
562
$12K 0.01%
140
563
$12K 0.01%
2,000
564
$12K 0.01%
238
565
$12K 0.01%
75
+17
566
$11K 0.01%
133
567
$11K 0.01%
726
568
$11K 0.01%
135
569
$11K 0.01%
167
570
$11K 0.01%
160
571
$11K 0.01%
301
+2
572
$11K 0.01%
245
573
$11K 0.01%
25
574
$11K 0.01%
219
575
$11K 0.01%
100
21 22
23
24 25