KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
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
+$607K
2
+$342K
3
+$303K
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$261K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$235K

Top Sells

1
+$640K
2
+$466K
3
+$246K
4
GE icon
GE Aerospace
GE
+$209K
5
BIIB icon
Biogen
BIIB
+$116K

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%
59
777
$3K ﹤0.01%
100
778
$3K ﹤0.01%
600
779
$3K ﹤0.01%
91
780
$3K ﹤0.01%
74
781
$3K ﹤0.01%
10
782
$3K ﹤0.01%
+30
783
$3K ﹤0.01%
+49
784
$2K ﹤0.01%
28
785
$2K ﹤0.01%
180
786
$2K ﹤0.01%
54
787
$2K ﹤0.01%
62
788
$2K ﹤0.01%
31
789
$2K ﹤0.01%
100
790
$2K ﹤0.01%
32
+7
791
$2K ﹤0.01%
60
792
$2K ﹤0.01%
30
793
$2K ﹤0.01%
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794
$2K ﹤0.01%
925
795
$2K ﹤0.01%
51
796
$2K ﹤0.01%
+5
797
$2K ﹤0.01%
24
798
$2K ﹤0.01%
+159
799
$2K ﹤0.01%
+18
800
$2K ﹤0.01%
20
30 31
32
33 34