KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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
+$2.13M
2
+$1.63M
3
+$1.47M
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$930K
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$545K

Top Sells

1
+$499K
2
+$269K
3
+$200K
4
BABA icon
Alibaba
BABA
+$175K
5
UGI icon
UGI
UGI
+$165K

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%
37
-56
927
$1K ﹤0.01%
9
928
$1K ﹤0.01%
42
929
$1K ﹤0.01%
75
930
$1K ﹤0.01%
100
931
$1K ﹤0.01%
15
932
$1K ﹤0.01%
15
933
$1K ﹤0.01%
35
934
$1K ﹤0.01%
32
935
$1K ﹤0.01%
11
936
$1K ﹤0.01%
+18
937
$1K ﹤0.01%
+15
938
$1K ﹤0.01%
13
939
$1K ﹤0.01%
+4
940
$1K ﹤0.01%
18
941
$1K ﹤0.01%
141
942
$1K ﹤0.01%
79
943
$1K ﹤0.01%
40
944
$1K ﹤0.01%
88
945
$1K ﹤0.01%
24
946
– –
-51
947
$0 ﹤0.01%
69
948
$0 ﹤0.01%
5
949
– –
-991
950
– –
-104
36 37
38
39 40