KFI
Key Financial Inc Portfolio holdings
AUM
$497M
This Quarter Return
+7.75%
1 Year Return
+13.15%
3 Year Return
+47.67%
5 Year Return
+84.09%
10 Year Return
–
AUM
$97.5M
AUM Growth
+$97.5M
(+12%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
11.25%
Top 10 Holdings %
Top 10 Hldgs %
42.63%
Holding
115
New
17
Increased
30
Reduced
27
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$6.89M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$490K |
| 3 |
Vanguard Total Bond Market
BND
|
$425K |
| 4 |
Bristol-Myers Squibb
BMY
|
$301K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$282K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$643K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$267K |
| 3 |
BP
BP
|
$211K |
| 4 |
Honeywell
HON
|
$204K |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$116K |
Sector Composition
| 1 | Technology | 19.17% |
| 2 | Healthcare | 15.16% |
| 3 | Communication Services | 9.02% |
| 4 | Consumer Discretionary | 7.33% |
| 5 | Financials | 5.42% |
