KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Fund
S&P 500
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%
+18
852
$2K ﹤0.01%
99
853
$2K ﹤0.01%
67
854
$2K ﹤0.01%
176
855
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21
856
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16
+7
857
$2K ﹤0.01%
40
858
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15
859
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51
860
$2K ﹤0.01%
86
861
$1K ﹤0.01%
89
862
$1K ﹤0.01%
8
863
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20
864
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13
865
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5
866
$1K ﹤0.01%
9
867
$1K ﹤0.01%
18
868
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869
$1K ﹤0.01%
6
870
$1K ﹤0.01%
89
871
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50
872
$1K ﹤0.01%
5
873
$1K ﹤0.01%
16
+4
874
$1K ﹤0.01%
385
875
$1K ﹤0.01%
12
33 34
35
36 37