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
351
$54K 0.03%
+1,530
352
$53K 0.03%
661
353
$53K 0.03%
695
354
$53K 0.03%
76
+71
355
$52K 0.03%
1,681
356
$52K 0.03%
3,118
357
$52K 0.03%
1,648
358
$52K 0.03%
143
359
$52K 0.03%
671
360
$52K 0.03%
1,625
361
$51K 0.03%
695
+560
362
$51K 0.03%
4,714
+702
363
$50K 0.02%
487
364
$49K 0.02%
620
365
$48K 0.02%
450
366
$48K 0.02%
159
367
$48K 0.02%
710
+440
368
$48K 0.02%
609
-200
369
$47K 0.02%
1,065
+4
370
$47K 0.02%
861
371
$47K 0.02%
1,003
372
$47K 0.02%
+1,849
373
$47K 0.02%
360
+162
374
$46K 0.02%
340
375
$46K 0.02%
602
-45
13 14
15
16 17