We are live on ! Find out more
KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1 +$6.11M
2 +$3.37M
3 +$2.29M
4
ADP icon
Automatic Data Processing
ADP
+$2.08M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.02M

Top Sells

1 +$346K
2 +$184K
3 +$121K
4
VG
Vonage Holdings Corporation
VG
+$117K
5
BND icon
Vanguard Total Bond Market
BND
+$90.3K

Sector Composition

1 Technology 13.88%
2 Healthcare 10.05%
3 Financials 5.26%
4 Consumer Staples 4.94%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$8K ﹤0.01%
+211
677
$8K ﹤0.01%
103
678
$8K ﹤0.01%
43
679
$8K ﹤0.01%
160
680
$8K ﹤0.01%
2,000
681
$8K ﹤0.01%
437
682
$8K ﹤0.01%
148
683
$8K ﹤0.01%
700
684
$8K ﹤0.01%
99
685
$8K ﹤0.01%
250
686
$8K ﹤0.01%
+2,382
687
$8K ﹤0.01%
106
688
$8K ﹤0.01%
219
689
$8K ﹤0.01%
200
690
$8K ﹤0.01%
119
691
$8K ﹤0.01%
139
692
$8K ﹤0.01%
42
693
$8K ﹤0.01%
275
694
$8K ﹤0.01%
75
695
$8K ﹤0.01%
62
696
$8K ﹤0.01%
248
+45
697
$8K ﹤0.01%
77
698
$8K ﹤0.01%
50
699
$8K ﹤0.01%
80
700
$8K ﹤0.01%
107