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
801
$7.38K ﹤0.01%
254
802
$7.37K ﹤0.01%
89
803
$7.31K ﹤0.01%
32
804
$7.31K ﹤0.01%
116
805
$7.3K ﹤0.01%
178
806
$7.29K ﹤0.01%
90
807
$7.27K ﹤0.01%
400
808
$7.2K ﹤0.01%
84
809
$7.18K ﹤0.01%
172
810
$7.18K ﹤0.01%
67
811
$7.16K ﹤0.01%
342
812
$7.15K ﹤0.01%
291
813
$7.11K ﹤0.01%
36
814
$7.01K ﹤0.01%
200
815
$6.99K ﹤0.01%
48
816
$6.99K ﹤0.01%
135
817
$6.98K ﹤0.01%
110
818
$6.96K ﹤0.01%
78
-25
819
$6.93K ﹤0.01%
221
820
$6.88K ﹤0.01%
167
821
$6.85K ﹤0.01%
659
-358
822
$6.8K ﹤0.01%
500
823
$6.79K ﹤0.01%
160
824
$6.79K ﹤0.01%
280
825
$6.79K ﹤0.01%
143
31 32
33
34 35