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
451
$37.3K 0.01%
1,068
452
$36.8K 0.01%
340
-48
453
$36.6K 0.01%
1,708
454
$36.5K 0.01%
83
+3
455
$36.2K 0.01%
1,487
+97
456
$36.1K 0.01%
746
457
$36.1K 0.01%
10,927
458
$36K 0.01%
800
459
$35.9K 0.01%
11,882
460
$35.8K 0.01%
980
461
$35.5K 0.01%
243
-83
462
$35K 0.01%
250
463
$35K 0.01%
276
+11
464
$34.9K 0.01%
552
465
$34.8K 0.01%
202
+6
466
$34.6K 0.01%
244
+40
467
$34.6K 0.01%
1,042
468
$34.4K 0.01%
31
469
$34.2K 0.01%
706
470
$34.1K 0.01%
645
+38
471
$33.9K 0.01%
213
-48
472
$33.7K 0.01%
1,569
473
$33.4K 0.01%
46
474
$33.3K 0.01%
667
475
$33.1K 0.01%
212
17 18
19
20 21