KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
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
+$1.41M
2
+$847K
3
+$749K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$712K
5
UNH icon
UnitedHealth
UNH
+$675K

Top Sells

1
+$4.17M
2
+$776K
3
+$479K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$413K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$321K

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
801
$5K ﹤0.01%
206
+186
802
$5K ﹤0.01%
154
803
$5K ﹤0.01%
35
804
$5K ﹤0.01%
421
805
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18
806
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569
807
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808
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200
809
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+170
810
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125
811
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45
812
$4K ﹤0.01%
34
813
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815
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+250
816
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+116
817
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29
818
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819
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820
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250
821
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822
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30
823
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325
824
$4K ﹤0.01%
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825
$4K ﹤0.01%
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31 32
33
34 35