KFI
Key Financial Inc Portfolio holdings
AUM
$497M
1-Year Return
13.15%
This Quarter Return
+6.04%
1 Year Return
+13.15%
3 Year Return
+47.67%
5 Year Return
+84.09%
10 Year Return
–
AUM
$152M
AUM Growth
+$17.4M
(+13%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
6.91%
Top 10 Holdings %
Top 10 Hldgs %
36.1%
Holding
823
New
69
Increased
159
Reduced
43
Closed
20
Top Buys
| 1 |
WisdomTree International LargeCap Dividend Fund
DOL
|
$913K |
| 2 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$842K |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$767K |
| 4 |
Palantir
PLTR
|
$629K |
| 5 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$592K |
Top Sells
| 1 |
Paychex
PAYX
|
$563K |
| 2 |
NextEra Energy, Inc.
NEE
|
$427K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$216K |
| 4 |
Chevron
CVX
|
$148K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$140K |
Sector Composition
| 1 | Technology | 15.49% |
| 2 | Healthcare | 12.02% |
| 3 | Communication Services | 8.33% |
| 4 | Financials | 6.65% |
| 5 | Consumer Discretionary | 5.47% |
