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
151
$195K 0.11%
3,501
152
$193K 0.11%
1,156
153
$192K 0.11%
3,990
154
$192K 0.11%
2,269
-920
155
$190K 0.11%
1,011
156
$189K 0.11%
2,534
157
$185K 0.1%
2,326
158
$182K 0.1%
3,484
+1
159
$174K 0.1%
1,040
+17
160
$171K 0.1%
853
-310
161
$170K 0.1%
1,356
+12
162
$169K 0.1%
730
+4
163
$167K 0.09%
1,471
164
$166K 0.09%
6,062
165
$164K 0.09%
6,333
166
$164K 0.09%
6,376
167
$162K 0.09%
922
168
$161K 0.09%
771
169
$160K 0.09%
1,255
170
$158K 0.09%
550
171
$157K 0.09%
1,036
+15
172
$155K 0.09%
5,329
173
$155K 0.09%
1,067
174
$154K 0.09%
1,584
175
$149K 0.08%
6,481
5 6
7
8 9