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
$200M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.83M
3
+$1.43M
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$945K
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$555K

Top Sells

1
+$499K
2
+$269K
3
+$214K
4
UGI icon
UGI
UGI
+$171K
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$149K

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%
95
727
$5K ﹤0.01%
45
728
$5K ﹤0.01%
1,500
729
$5K ﹤0.01%
154
730
$5K ﹤0.01%
68
731
$5K ﹤0.01%
117
732
$5K ﹤0.01%
163
733
$4K ﹤0.01%
25
734
$4K ﹤0.01%
74
735
$4K ﹤0.01%
120
736
$4K ﹤0.01%
569
737
$4K ﹤0.01%
+50
738
$4K ﹤0.01%
600
739
$4K ﹤0.01%
100
740
$4K ﹤0.01%
16
741
$4K ﹤0.01%
150
742
$4K ﹤0.01%
46
743
$4K ﹤0.01%
349
744
$4K ﹤0.01%
63
745
$4K ﹤0.01%
109
746
$4K ﹤0.01%
+56
747
$4K ﹤0.01%
591
748
$4K ﹤0.01%
6
749
$4K ﹤0.01%
54
750
$4K ﹤0.01%
173
28 29
30
31 32