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
$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 International LargeCap Dividend Fund
DOL
+$945K
5
SLYG icon
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
151
$211K 0.11%
2,269
152
$210K 0.11%
853
153
$210K 0.11%
1,033
+22
154
$208K 0.1%
500
155
$196K 0.1%
2,326
156
$188K 0.09%
4,804
+1,646
157
$187K 0.09%
6,360
+2,400
158
$185K 0.09%
2,534
159
$184K 0.09%
1,304
+49
160
$182K 0.09%
777
+6
161
$179K 0.09%
5,329
162
$174K 0.09%
630
-100
163
$173K 0.09%
3,647
+881
164
$170K 0.09%
1,040
165
$169K 0.08%
1,080
+13
166
$168K 0.08%
922
167
$165K 0.08%
6,376
168
$164K 0.08%
6,333
169
$164K 0.08%
5,433
170
$162K 0.08%
685
171
$162K 0.08%
1,036
172
$160K 0.08%
800
-568
173
$157K 0.08%
1,282
-189
174
$155K 0.08%
+2,211
175
$155K 0.08%
1,584
5 6
7
8 9