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
826
$2K ﹤0.01%
100
827
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100
828
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57
829
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+60
830
$2K ﹤0.01%
35
831
$2K ﹤0.01%
37
832
$2K ﹤0.01%
96
833
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30
834
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+12
835
$2K ﹤0.01%
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836
$2K ﹤0.01%
+63
837
$2K ﹤0.01%
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838
$1K ﹤0.01%
+89
839
$1K ﹤0.01%
8
840
$1K ﹤0.01%
20
841
$1K ﹤0.01%
66
-1
842
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843
$1K ﹤0.01%
5
844
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9
-91
845
$1K ﹤0.01%
18
846
$1K ﹤0.01%
37
847
$1K ﹤0.01%
6
848
$1K ﹤0.01%
89
849
$1K ﹤0.01%
+88
850
$1K ﹤0.01%
50
32 33
34
35 36