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
926
$1K ﹤0.01%
15
927
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928
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32
929
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11
930
$1K ﹤0.01%
+18
931
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932
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18
933
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934
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935
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936
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937
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938
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939
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940
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+51
941
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80
942
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943
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944
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945
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946
$0 ﹤0.01%
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948
$0 ﹤0.01%
+1
949
$0 ﹤0.01%
+2
950
$0 ﹤0.01%
4
36 37
38
39 40