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
$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
State Street 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%
40
777
$3K ﹤0.01%
19
-594
778
$3K ﹤0.01%
+5
779
$3K ﹤0.01%
591
780
$3K ﹤0.01%
334
781
$3K ﹤0.01%
119
782
$3K ﹤0.01%
10
783
$3K ﹤0.01%
+30
784
$2K ﹤0.01%
34
785
$2K ﹤0.01%
+59
786
$2K ﹤0.01%
94
787
$2K ﹤0.01%
925
788
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51
789
$2K ﹤0.01%
+5
790
$2K ﹤0.01%
24
791
$2K ﹤0.01%
+159
792
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+18
793
$2K ﹤0.01%
20
794
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53
795
$2K ﹤0.01%
21
+4
796
$2K ﹤0.01%
40
797
$2K ﹤0.01%
100
798
$2K ﹤0.01%
57
799
$2K ﹤0.01%
+60
800
$2K ﹤0.01%
35
30 31
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