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
901
$1K ﹤0.01%
160
902
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+3
903
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+19
904
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905
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906
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5
907
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908
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909
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10
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910
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150
911
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914
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918
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921
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922
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923
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75
924
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100
925
$1K ﹤0.01%
15
35 36
37
38 39