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
176
$146K 0.08%
688
+3
177
$145K 0.08%
685
178
$144K 0.08%
2,956
+190
179
$142K 0.08%
3,051
+300
180
$142K 0.08%
1,091
181
$142K 0.08%
2,335
182
$140K 0.08%
495
-411
183
$139K 0.08%
533
+14
184
$137K 0.08%
5,910
185
$134K 0.08%
383
186
$133K 0.08%
1,929
+100
187
$133K 0.08%
4,781
+59
188
$131K 0.07%
1,140
189
$131K 0.07%
1,195
190
$129K 0.07%
1,366
191
$128K 0.07%
2,262
-11,310
192
$128K 0.07%
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-6
193
$126K 0.07%
2,766
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194
$126K 0.07%
296
195
$124K 0.07%
1,940
196
$123K 0.07%
313
197
$119K 0.07%
1,176
198
$119K 0.07%
3,158
199
$116K 0.07%
1,200
200
$115K 0.07%
3,025
6 7
8
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