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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
$177M
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$635K
2
+$353K
3
+$311K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$264K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$240K

Top Sells

1
+$662K
2
+$481K
3
+$247K
4
GE icon
GE Aerospace
GE
+$209K
5
BIIB icon
Biogen
BIIB
+$135K

Sector Composition

1 Technology 15.48%
2 Healthcare 10.85%
3 Communication Services 7.05%
4 Financials 6.61%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6K ﹤0.01%
235
677
$6K ﹤0.01%
125
678
$6K ﹤0.01%
115
+29
679
$6K ﹤0.01%
+123
680
$6K ﹤0.01%
421
681
$6K ﹤0.01%
69
682
$6K ﹤0.01%
38
+3
683
$6K ﹤0.01%
64
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684
$6K ﹤0.01%
24
685
$6K ﹤0.01%
+117
686
$6K ﹤0.01%
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687
$6K ﹤0.01%
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688
$6K ﹤0.01%
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689
$5K ﹤0.01%
25
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133
691
$5K ﹤0.01%
48
+23
692
$5K ﹤0.01%
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695
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696
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600
697
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698
$5K ﹤0.01%
227
699
$5K ﹤0.01%
249
700
$5K ﹤0.01%
44
26 27
28
29 30