KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
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
+$635K
2
+$353K
3
+$311K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$264K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$240K

Top Sells

1
+$662K
2
+$481K
3
+$247K
4
GE icon
GE Aerospace
GE
+$209K
5
BIIB icon
Biogen
BIIB
+$135K

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
876
$1K ﹤0.01%
8
877
$1K ﹤0.01%
12
+2
878
$1K ﹤0.01%
56
879
$1K ﹤0.01%
135
880
$1K ﹤0.01%
5
881
$1K ﹤0.01%
150
882
$1K ﹤0.01%
+9
883
$1K ﹤0.01%
+21
884
$1K ﹤0.01%
30
885
$1K ﹤0.01%
20
886
$1K ﹤0.01%
21
887
$1K ﹤0.01%
42
888
$1K ﹤0.01%
75
889
$1K ﹤0.01%
100
890
$1K ﹤0.01%
15
891
$1K ﹤0.01%
15
892
$1K ﹤0.01%
141
893
$1K ﹤0.01%
79
894
$1K ﹤0.01%
40
895
$1K ﹤0.01%
+88
896
$1K ﹤0.01%
24
897
$1K ﹤0.01%
64
898
$1K ﹤0.01%
+19
899
$1K ﹤0.01%
150
900
$1K ﹤0.01%
80
34 35
36
37 38