We are live on ! Find out more
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
901
$1K ﹤0.01%
150
902
$1K ﹤0.01%
80
903
$1K ﹤0.01%
25
904
$1K ﹤0.01%
41
905
$1K ﹤0.01%
48
906
$1K ﹤0.01%
+23
907
$1K ﹤0.01%
+34
908
$0 ﹤0.01%
69
909
$0 ﹤0.01%
5
910
$0 ﹤0.01%
9
911
– –
-39
912
$0 ﹤0.01%
17
913
– –
-21
914
– –
-3,150
915
$0 ﹤0.01%
2
916
$0 ﹤0.01%
+7
917
$0 ﹤0.01%
80
918
– –
-858
919
$0 ﹤0.01%
4
920
$0 ﹤0.01%
+16
921
$0 ﹤0.01%
2
922
– –
-1,498
923
– –
-1,613
924
$0 ﹤0.01%
8
925
– –
-293
35 36
37
38 39