KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,412
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.98M
3
+$612K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$565K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$556K

Top Sells

1
+$778K
2
+$393K
3
+$308K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$292K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$192K

Sector Composition

1 Technology 13.76%
2 Healthcare 7.44%
3 Financials 4.7%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$67.5K 0.02%
741
352
$67.4K 0.02%
406
+1
353
$67.1K 0.02%
860
354
$66.4K 0.02%
999
355
$66.3K 0.02%
773
356
$66.2K 0.02%
1,143
+25
357
$65.8K 0.02%
1,725
358
$65.7K 0.02%
446
359
$64.3K 0.02%
1,214
360
$63.7K 0.02%
848
+633
361
$63.7K 0.02%
733
362
$63.6K 0.02%
1,557
-387
363
$63.3K 0.02%
1,274
364
$63.1K 0.02%
1,909
365
$63.1K 0.02%
2,304
366
$63K 0.02%
1,140
367
$62.1K 0.02%
517
368
$61.9K 0.02%
1,625
369
$61.6K 0.02%
+2,153
370
$61.2K 0.02%
240
371
$61K 0.02%
2,745
+5
372
$59.8K 0.02%
1,572
373
$59.4K 0.02%
4,083
374
$59.4K 0.02%
859
375
$59.1K 0.02%
159
13 14
15
16 17