KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
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
+$607K
2
+$342K
3
+$303K
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$261K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$235K

Top Sells

1
+$640K
2
+$466K
3
+$246K
4
GE icon
GE Aerospace
GE
+$209K
5
BIIB icon
Biogen
BIIB
+$116K

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%
29
902
$1K ﹤0.01%
160
903
$1K ﹤0.01%
8
904
$1K ﹤0.01%
12
+2
905
$1K ﹤0.01%
56
906
$1K ﹤0.01%
135
907
$1K ﹤0.01%
5
908
$0 ﹤0.01%
5
909
$0 ﹤0.01%
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910
– –
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911
– –
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912
$0 ﹤0.01%
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918
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919
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920
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921
$0 ﹤0.01%
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923
$0 ﹤0.01%
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924
– –
-3,234
925
– –
-432
35 36
37
38 39