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
526
$17K 0.01%
99
+80
527
$17K 0.01%
972
528
$17K 0.01%
1,953
-5,135
529
$17K 0.01%
139
530
$17K 0.01%
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531
$17K 0.01%
214
532
$17K 0.01%
+82
533
$16K 0.01%
167
534
$16K 0.01%
492
535
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536
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70
537
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219
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538
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539
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226
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$15K 0.01%
227
541
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543
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545
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548
$14K 0.01%
47
549
$14K 0.01%
206
550
$14K 0.01%
+145
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