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
$201M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$847K
3
+$749K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$712K
5
UNH icon
UnitedHealth
UNH
+$675K

Top Sells

1
+$4.17M
2
+$776K
3
+$479K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$413K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$321K

Sector Composition

1 Technology 17.17%
2 Healthcare 9.8%
3 Financials 6.09%
4 Consumer Discretionary 5.53%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$98K 0.05%
2,900
252
$98K 0.05%
5,518
253
$98K 0.05%
811
+302
254
$98K 0.05%
425
255
$97K 0.05%
1,155
256
$97K 0.05%
1,986
257
$97K 0.05%
1,828
258
$96K 0.05%
455
-50
259
$96K 0.05%
518
+177
260
$95K 0.05%
5,594
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261
$95K 0.05%
3,805
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262
$93K 0.05%
533
263
$93K 0.05%
929
264
$93K 0.05%
504
265
$92K 0.05%
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266
$92K 0.05%
380
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267
$91K 0.05%
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268
$91K 0.05%
2,466
269
$91K 0.05%
930
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$91K 0.05%
1,385
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272
$90K 0.04%
1,101
273
$89K 0.04%
343
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274
$89K 0.04%
5,326
275
$89K 0.04%
2,543
+50
9 10
11
12 13