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
851
$2K ﹤0.01%
57
852
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60
853
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35
854
$2K ﹤0.01%
37
855
$2K ﹤0.01%
96
856
$2K ﹤0.01%
77
857
$2K ﹤0.01%
30
858
$2K ﹤0.01%
+18
859
$2K ﹤0.01%
+45
860
$2K ﹤0.01%
+14
861
$1K ﹤0.01%
385
862
$1K ﹤0.01%
12
863
$1K ﹤0.01%
+47
864
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+12
865
$1K ﹤0.01%
+7
866
$1K ﹤0.01%
53
867
$1K ﹤0.01%
18
868
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+15
869
$1K ﹤0.01%
13
870
$1K ﹤0.01%
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871
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8
872
$1K ﹤0.01%
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873
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13
874
$1K ﹤0.01%
5
875
$1K ﹤0.01%
9
33 34
35
36 37