KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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
726
$7K ﹤0.01%
100
727
$7K ﹤0.01%
358
+123
728
$7K ﹤0.01%
758
729
$7K ﹤0.01%
251
730
$7K ﹤0.01%
178
731
$7K ﹤0.01%
53
732
$7K ﹤0.01%
200
733
$7K ﹤0.01%
97
734
$7K ﹤0.01%
159
735
$7K ﹤0.01%
456
736
$7K ﹤0.01%
136
737
$6K ﹤0.01%
44
738
$6K ﹤0.01%
153
739
$6K ﹤0.01%
805
740
$6K ﹤0.01%
133
741
$6K ﹤0.01%
291
742
$6K ﹤0.01%
37
743
$6K ﹤0.01%
188
744
$6K ﹤0.01%
502
745
$6K ﹤0.01%
145
746
$6K ﹤0.01%
171
747
$6K ﹤0.01%
280
748
$6K ﹤0.01%
245
749
$6K ﹤0.01%
26
750
$6K ﹤0.01%
321