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
126
$256K 0.14%
826
127
$254K 0.14%
1,062
+4
128
$254K 0.14%
866
129
$250K 0.14%
851
130
$249K 0.14%
1,129
131
$249K 0.14%
715
132
$248K 0.14%
1,676
-85
133
$248K 0.14%
500
134
$245K 0.14%
2,851
+114
135
$239K 0.14%
5,678
136
$237K 0.13%
695
137
$227K 0.13%
5,110
138
$224K 0.13%
1,231
+59
139
$222K 0.13%
2,360
+1
140
$222K 0.13%
3,749
+208
141
$221K 0.13%
1,091
+6
142
$220K 0.12%
1,301
143
$216K 0.12%
2,128
-510
144
$215K 0.12%
5,433
145
$205K 0.12%
3,526
146
$204K 0.12%
4,783
147
$204K 0.12%
3,922
148
$202K 0.11%
3,448
+12
149
$201K 0.11%
1,359
150
$199K 0.11%
2,973
-51
4 5
6
7 8