KFI
Key Financial Inc Portfolio holdings
AUM
$497M
1-Year Est. Return
13.15%
1 Year Est. Return
+13.15%
AUM
$417M
AUM Growth
+$25M
(+6.4%)
Holding
1,380
Top Buys
| 1 | +$1.65M | |
| 2 | +$1.28M | |
| 3 | +$995K | |
| 4 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$876K |
| 5 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$838K |
Top Sells
| 1 | +$701K | |
| 2 | +$546K | |
| 3 | +$470K | |
| 4 |
Walt Disney
DIS
|
+$467K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$377K |
Sector Composition
| 1 | Technology | 13.59% |
| 2 | Healthcare | 5.65% |
| 3 | Financials | 4.57% |
| 4 | Consumer Discretionary | 3.37% |
| 5 | Consumer Staples | 2.81% |