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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
$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
776
$5K ﹤0.01%
432
777
$5K ﹤0.01%
785
+625
778
$5K ﹤0.01%
85
+77
779
$5K ﹤0.01%
84
780
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103
781
$5K ﹤0.01%
371
782
$5K ﹤0.01%
785
783
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+100
784
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312
785
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249
786
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488
787
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788
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120
789
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400
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795
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750
797
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78
798
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+35
799
$5K ﹤0.01%
19
800
$5K ﹤0.01%
125
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