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
$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
State Street 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
601
$11K 0.01%
+96
602
$11K 0.01%
+237
603
$11K 0.01%
+181
604
$11K 0.01%
+118
605
$11K 0.01%
+505
606
$11K 0.01%
71
607
$11K 0.01%
149
+131
608
$11K 0.01%
283
609
$11K 0.01%
162
610
$11K 0.01%
88
611
$11K 0.01%
100
612
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58
613
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614
$11K 0.01%
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615
$11K 0.01%
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616
$11K 0.01%
100
617
$11K 0.01%
450
618
$11K 0.01%
178
619
$11K 0.01%
62
620
$11K 0.01%
69
621
$11K 0.01%
90
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622
$11K 0.01%
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623
$11K 0.01%
1,360
624
$11K 0.01%
+175
625
$11K 0.01%
1,500
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