KFI
Key Financial Inc Portfolio holdings
AUM
$497M
1-Year Return
13.15%
This Quarter Return
+19.87%
1 Year Return
+13.15%
3 Year Return
+47.67%
5 Year Return
+84.09%
10 Year Return
–
AUM
$87.2M
AUM Growth
-$10.3M
(-11%)
Cap. Flow
-$22.4M
Cap. Flow
% of AUM
-25.74%
Top 10 Holdings %
Top 10 Hldgs %
44.4%
Holding
737
New
–
Increased
40
Reduced
25
Closed
639
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$1.9M |
| 2 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$890K |
| 3 |
WisdomTree US SmallCap Dividend Fund
DES
|
$717K |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$557K |
| 5 |
Kimberly-Clark
KMB
|
$366K |
Top Sells
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 16.86% |
| 3 | Communication Services | 9.29% |
| 4 | Consumer Discretionary | 6.32% |
| 5 | Financials | 5.99% |
