KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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
726
$5K ﹤0.01%
45
727
$5K ﹤0.01%
1,500
728
$5K ﹤0.01%
154
729
$5K ﹤0.01%
68
730
$5K ﹤0.01%
117
731
$5K ﹤0.01%
163
732
$5K ﹤0.01%
26
733
$4K ﹤0.01%
+50
734
$4K ﹤0.01%
600
735
$4K ﹤0.01%
100
736
$4K ﹤0.01%
16
737
$4K ﹤0.01%
150
738
$4K ﹤0.01%
46
739
$4K ﹤0.01%
349
740
$4K ﹤0.01%
63
741
$4K ﹤0.01%
109
742
$4K ﹤0.01%
+56
743
$4K ﹤0.01%
591
744
$4K ﹤0.01%
30
745
$4K ﹤0.01%
54
746
$4K ﹤0.01%
173
747
$4K ﹤0.01%
180
748
$4K ﹤0.01%
75
749
$4K ﹤0.01%
334
750
$4K ﹤0.01%
25
28 29
30
31 32