We are live on ! Find out more
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
751
$3K ﹤0.01%
29
752
$3K ﹤0.01%
100
753
$3K ﹤0.01%
16
754
$3K ﹤0.01%
46
755
$3K ﹤0.01%
349
756
$3K ﹤0.01%
+138
757
$3K ﹤0.01%
267
758
$3K ﹤0.01%
100
759
$3K ﹤0.01%
104
760
$3K ﹤0.01%
122
761
$3K ﹤0.01%
+49
762
$3K ﹤0.01%
125
763
$3K ﹤0.01%
98
764
$3K ﹤0.01%
43
765
$3K ﹤0.01%
+93
766
$3K ﹤0.01%
+50
767
$3K ﹤0.01%
59
768
$3K ﹤0.01%
100
769
$3K ﹤0.01%
600
770
$3K ﹤0.01%
91
771
$3K ﹤0.01%
74
772
$3K ﹤0.01%
10
773
$3K ﹤0.01%
+30
774
$3K ﹤0.01%
+5
775
$3K ﹤0.01%
40
29 30
31
32 33