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
276
$89K 0.04%
159
277
$88K 0.04%
2,343
278
$86K 0.04%
3,597
279
$86K 0.04%
2,526
+2,485
280
$86K 0.04%
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281
$85K 0.04%
4,079
282
$85K 0.04%
3,304
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283
$85K 0.04%
2,681
284
$84K 0.04%
1,945
285
$84K 0.04%
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286
$83K 0.04%
2,278
287
$82K 0.04%
2,784
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288
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289
$82K 0.04%
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290
$80K 0.04%
34
291
$80K 0.04%
773
292
$80K 0.04%
4,083
293
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870
294
$80K 0.04%
2,796
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295
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296
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1,126
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297
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900
298
$79K 0.04%
4,340
299
$78K 0.04%
1,857
300
$78K 0.04%
1,631
+208
10 11
12
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