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
551
$21.4K 0.01%
900
+700
552
$21.4K 0.01%
342
553
$21.4K 0.01%
583
554
$21K 0.01%
397
555
$21K 0.01%
224
556
$21K 0.01%
152
557
$20.7K 0.01%
37
+4
558
$20.7K 0.01%
413
559
$20.6K 0.01%
91
560
$20.6K 0.01%
249
561
$20.6K 0.01%
186
562
$20.5K 0.01%
700
-301
563
$20.3K 0.01%
1,588
+4
564
$20.3K 0.01%
502
+338
565
$20.3K 0.01%
224
566
$20.3K 0.01%
234
-33
567
$20.3K 0.01%
100
-19
568
$20.1K 0.01%
61
569
$19.8K 0.01%
570
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570
$19.8K 0.01%
450
571
$19.6K 0.01%
397
572
$19.6K 0.01%
103
573
$19.6K 0.01%
500
574
$19.5K 0.01%
135
575
$19.5K 0.01%
192
21 22
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