KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
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
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
51
$660K 0.37%
14,319
52
$653K 0.37%
15,023
+3,118
53
$652K 0.37%
27,136
54
$646K 0.37%
13,793
55
$646K 0.37%
1,610
56
$645K 0.37%
5,976
57
$633K 0.36%
2,261
58
$613K 0.35%
14,443
59
$610K 0.35%
9,375
60
$585K 0.33%
1,635
+178
61
$584K 0.33%
6,834
62
$572K 0.32%
13,799
63
$572K 0.32%
4,401
64
$535K 0.3%
8,912
+47
65
$533K 0.3%
5,055
66
$523K 0.3%
14,335
67
$517K 0.29%
3,706
68
$507K 0.29%
5,823
69
$499K 0.28%
23,670
70
$495K 0.28%
7,495
-55
71
$491K 0.28%
11,549
+5,520
72
$490K 0.28%
6,186
-321
73
$472K 0.27%
3,565
74
$470K 0.27%
3,208
+60
75
$469K 0.27%
18,280
1 2
3
4 5