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
$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
951
$0 ﹤0.01%
66
952
$0 ﹤0.01%
17
953
– –
-550
954
$0 ﹤0.01%
2
955
$0 ﹤0.01%
4
956
$0 ﹤0.01%
16
957
$0 ﹤0.01%
2
958
– –
-850
959
– –
-138
960
$0 ﹤0.01%
8
961
$0 ﹤0.01%
+2
962
– –
-50
963
$0 ﹤0.01%
10
964
$0 ﹤0.01%
1
965
$0 ﹤0.01%
4
966
$0 ﹤0.01%
2
967
– –
-279
968
$0 ﹤0.01%
3
-191
969
$0 ﹤0.01%
8
970
– –
-40
971
$0 ﹤0.01%
1
972
$0 ﹤0.01%
27
973
$0 ﹤0.01%
10
974
$0 ﹤0.01%
20
975
$0 ﹤0.01%
9
37 38
39
40 41