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

Top Buys

1
+$607K
2
+$342K
3
+$303K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$261K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$235K

Top Sells

1
+$640K
2
+$466K
3
+$246K
4
GE icon
GE Aerospace
GE
+$209K
5
BIIB icon
Biogen
BIIB
+$116K

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
701
$5K ﹤0.01%
100
702
$5K ﹤0.01%
34
703
$5K ﹤0.01%
432
704
$5K ﹤0.01%
+325
705
$5K ﹤0.01%
400
706
$5K ﹤0.01%
333
707
$5K ﹤0.01%
467
708
$5K ﹤0.01%
25
709
$5K ﹤0.01%
133
710
$5K ﹤0.01%
48
+23
711
$5K ﹤0.01%
26
712
$5K ﹤0.01%
19
713
$5K ﹤0.01%
84
-420
714
$5K ﹤0.01%
83
715
$5K ﹤0.01%
600
716
$5K ﹤0.01%
83
717
$5K ﹤0.01%
227
718
$5K ﹤0.01%
45
+37
719
$5K ﹤0.01%
1,500
720
$5K ﹤0.01%
428
721
$5K ﹤0.01%
154
722
$5K ﹤0.01%
+2,500
723
$5K ﹤0.01%
75
724
$4K ﹤0.01%
250
725
$4K ﹤0.01%
100
27 28
29
30 31