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
826
$2K ﹤0.01%
20
827
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53
828
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+30
829
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+18
830
$2K ﹤0.01%
99
831
$2K ﹤0.01%
67
832
$2K ﹤0.01%
176
833
$2K ﹤0.01%
16
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834
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835
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+41
836
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837
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838
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839
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4
840
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841
$2K ﹤0.01%
100
842
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845
$2K ﹤0.01%
+6
846
$2K ﹤0.01%
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847
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10
848
$2K ﹤0.01%
25
849
$2K ﹤0.01%
100
850
$2K ﹤0.01%
100
32 33
34
35 36