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
826
$2K ﹤0.01%
61
827
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122
828
$2K ﹤0.01%
+30
829
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21
830
$2K ﹤0.01%
16
+7
831
$2K ﹤0.01%
40
832
$2K ﹤0.01%
17
833
$2K ﹤0.01%
+41
834
$2K ﹤0.01%
63
835
$2K ﹤0.01%
119
836
$2K ﹤0.01%
108
837
$2K ﹤0.01%
4
838
$2K ﹤0.01%
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839
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840
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841
$2K ﹤0.01%
28
842
$2K ﹤0.01%
34
843
$2K ﹤0.01%
+6
844
$2K ﹤0.01%
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845
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10
846
$2K ﹤0.01%
25
847
$2K ﹤0.01%
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848
$2K ﹤0.01%
100
849
$2K ﹤0.01%
57
850
$2K ﹤0.01%
60
32 33
34
35 36