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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
$179M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.08M
3
+$934K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$846K
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$781K

Top Sells

1
+$204K
2
+$202K
3
+$168K
4
NEE icon
NextEra Energy
NEE
+$150K
5
JNJ icon
Johnson & Johnson
JNJ
+$109K

Sector Composition

1 Technology 15.7%
2 Healthcare 11.12%
3 Communication Services 7.24%
4 Financials 6.48%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
100
777
$2K ﹤0.01%
57
778
$2K ﹤0.01%
11
779
$2K ﹤0.01%
35
780
$2K ﹤0.01%
+37
781
$2K ﹤0.01%
180
782
$2K ﹤0.01%
54
783
$2K ﹤0.01%
31
784
$2K ﹤0.01%
25
785
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385
786
$2K ﹤0.01%
94
787
$2K ﹤0.01%
925
788
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51
789
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20
790
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25
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53
792
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41
793
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795
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796
$1K ﹤0.01%
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797
$1K ﹤0.01%
12
798
$1K ﹤0.01%
12
799
$1K ﹤0.01%
53
800
$1K ﹤0.01%
18
30 31
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33 34