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
776
$3K ﹤0.01%
119
777
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25
778
$3K ﹤0.01%
25
779
$3K ﹤0.01%
90
780
$3K ﹤0.01%
98
781
$3K ﹤0.01%
43
782
$3K ﹤0.01%
+93
783
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+50
784
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786
$2K ﹤0.01%
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787
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789
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790
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32
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792
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30
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795
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+5
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797
$2K ﹤0.01%
+159
798
$2K ﹤0.01%
+18
799
$2K ﹤0.01%
20
800
$2K ﹤0.01%
53
30 31
32
33 34