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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
826
$1K ﹤0.01%
64
827
$1K ﹤0.01%
+150
828
$1K ﹤0.01%
80
829
$1K ﹤0.01%
25
830
$1K ﹤0.01%
41
831
$1K ﹤0.01%
48
832
$1K ﹤0.01%
28
833
$1K ﹤0.01%
8
834
$1K ﹤0.01%
+20
835
$1K ﹤0.01%
67
836
$1K ﹤0.01%
13
837
$1K ﹤0.01%
5
838
$1K ﹤0.01%
18
839
$1K ﹤0.01%
37
840
$1K ﹤0.01%
6
841
$1K ﹤0.01%
89
842
$1K ﹤0.01%
15
843
$1K ﹤0.01%
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844
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845
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32
846
$1K ﹤0.01%
13
847
$1K ﹤0.01%
18
848
$1K ﹤0.01%
141
849
$1K ﹤0.01%
24
850
$1K ﹤0.01%
15
32 33
34
35 36