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
$201M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$837K
3
+$721K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$708K
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$658K

Top Sells

1
+$3.82M
2
+$735K
3
+$451K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$416K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$328K

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
726
$7K ﹤0.01%
+39
727
$7K ﹤0.01%
75
728
$7K ﹤0.01%
153
729
$7K ﹤0.01%
69
730
$7K ﹤0.01%
+37
731
$7K ﹤0.01%
98
+64
732
$7K ﹤0.01%
32
733
$7K ﹤0.01%
419
734
$7K ﹤0.01%
73
735
$7K ﹤0.01%
133
736
$7K ﹤0.01%
117
737
$7K ﹤0.01%
+36
738
$7K ﹤0.01%
100
739
$7K ﹤0.01%
202
740
$7K ﹤0.01%
+76
741
$6K ﹤0.01%
54
742
$6K ﹤0.01%
66
+64
743
$6K ﹤0.01%
171
744
$6K ﹤0.01%
+217
745
$6K ﹤0.01%
287
+10
746
$6K ﹤0.01%
96
747
$6K ﹤0.01%
+223
748
$6K ﹤0.01%
64
-136
749
$6K ﹤0.01%
+89
750
$6K ﹤0.01%
360
28 29
30
31 32