KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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
+$2.13M
2
+$1.63M
3
+$1.47M
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$930K
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$545K

Top Sells

1
+$499K
2
+$269K
3
+$200K
4
BABA icon
Alibaba
BABA
+$175K
5
UGI icon
UGI
UGI
+$165K

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
801
$2K ﹤0.01%
99
802
$2K ﹤0.01%
67
803
$2K ﹤0.01%
176
804
$2K ﹤0.01%
15
805
$2K ﹤0.01%
30
806
$2K ﹤0.01%
28
807
$2K ﹤0.01%
+8
808
$2K ﹤0.01%
180
809
$2K ﹤0.01%
35
810
$2K ﹤0.01%
24
-1,235
811
$2K ﹤0.01%
+65
812
$2K ﹤0.01%
+60
813
$2K ﹤0.01%
32
814
$2K ﹤0.01%
60
815
$2K ﹤0.01%
30
816
$2K ﹤0.01%
+120
817
$2K ﹤0.01%
94
818
$2K ﹤0.01%
100
819
$2K ﹤0.01%
925
820
$2K ﹤0.01%
5
821
$2K ﹤0.01%
20
822
$2K ﹤0.01%
53
823
$2K ﹤0.01%
41
824
$2K ﹤0.01%
20
825
$2K ﹤0.01%
101
31 32
33
34 35