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
751
$4K ﹤0.01%
180
752
$4K ﹤0.01%
75
753
$4K ﹤0.01%
334
754
$4K ﹤0.01%
25
755
$4K ﹤0.01%
87
756
$4K ﹤0.01%
186
-372
757
$4K ﹤0.01%
50
758
$4K ﹤0.01%
+97
759
$4K ﹤0.01%
25
760
$4K ﹤0.01%
50
761
$4K ﹤0.01%
141
762
$4K ﹤0.01%
200
+100
763
$4K ﹤0.01%
+18
764
$4K ﹤0.01%
91
765
$3K ﹤0.01%
+9
766
$3K ﹤0.01%
98
767
$3K ﹤0.01%
43
768
$3K ﹤0.01%
59
769
$3K ﹤0.01%
66
+39
770
$3K ﹤0.01%
5
771
$3K ﹤0.01%
54
772
$3K ﹤0.01%
62
773
$3K ﹤0.01%
31
774
$3K ﹤0.01%
+30
775
$3K ﹤0.01%
100
29 30
31
32 33