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
626
$8K ﹤0.01%
221
627
$8K ﹤0.01%
202
628
$8K ﹤0.01%
1,000
629
$8K ﹤0.01%
+113
630
$8K ﹤0.01%
73
631
$8K ﹤0.01%
141
632
$8K ﹤0.01%
100
633
$8K ﹤0.01%
17
634
$8K ﹤0.01%
73
635
$8K ﹤0.01%
288
636
$8K ﹤0.01%
305
637
$8K ﹤0.01%
200
638
$8K ﹤0.01%
159
639
$8K ﹤0.01%
456
640
$8K ﹤0.01%
608
641
$8K ﹤0.01%
104
642
$8K ﹤0.01%
24
643
$8K ﹤0.01%
80
+12
644
$7K ﹤0.01%
69
645
$7K ﹤0.01%
38
646
$7K ﹤0.01%
32
647
$7K ﹤0.01%
1,000
648
$7K ﹤0.01%
229
-412
649
$7K ﹤0.01%
145
650
$7K ﹤0.01%
73
24 25
26
27 28