KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,412
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.98M
3
+$612K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$565K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$556K

Top Sells

1
+$778K
2
+$393K
3
+$308K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$292K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$192K

Sector Composition

1 Technology 13.76%
2 Healthcare 7.44%
3 Financials 4.7%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$8.13K ﹤0.01%
55
-16
777
$8.11K ﹤0.01%
255
778
$8.1K ﹤0.01%
665
+11
779
$8.08K ﹤0.01%
+50
780
$8.04K ﹤0.01%
82
781
$7.94K ﹤0.01%
100
782
$7.94K ﹤0.01%
52
783
$7.92K ﹤0.01%
195
784
$7.92K ﹤0.01%
72
785
$7.88K ﹤0.01%
213
786
$7.87K ﹤0.01%
32
787
$7.84K ﹤0.01%
96
788
$7.84K ﹤0.01%
74
789
$7.83K ﹤0.01%
25
790
$7.82K ﹤0.01%
97
791
$7.82K ﹤0.01%
208
792
$7.76K ﹤0.01%
73
793
$7.73K ﹤0.01%
33
794
$7.72K ﹤0.01%
1,500
795
$7.64K ﹤0.01%
137
796
$7.62K ﹤0.01%
366
797
$7.5K ﹤0.01%
1,700
798
$7.45K ﹤0.01%
498
799
$7.43K ﹤0.01%
405
800
$7.38K ﹤0.01%
1,010
30 31
32
33 34