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
776
$3K ﹤0.01%
34
777
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29
778
$3K ﹤0.01%
24
779
$3K ﹤0.01%
+150
780
$3K ﹤0.01%
267
781
$3K ﹤0.01%
78
782
$3K ﹤0.01%
104
783
$3K ﹤0.01%
49
784
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125
785
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5
786
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19
787
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5
788
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39
-1
789
$3K ﹤0.01%
+30
790
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+106
791
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25
792
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793
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794
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795
$3K ﹤0.01%
+46
796
$3K ﹤0.01%
+14
797
$3K ﹤0.01%
600
798
$3K ﹤0.01%
26
+14
799
$3K ﹤0.01%
2,500
800
$2K ﹤0.01%
41
30 31
32
33 34