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
826
$4K ﹤0.01%
98
+1
827
$4K ﹤0.01%
+38
828
$4K ﹤0.01%
95
829
$4K ﹤0.01%
141
830
$4K ﹤0.01%
35
831
$4K ﹤0.01%
77
-110
832
$4K ﹤0.01%
120
833
$4K ﹤0.01%
26
834
$4K ﹤0.01%
812
835
$4K ﹤0.01%
163
836
$4K ﹤0.01%
48
837
$4K ﹤0.01%
109
838
$4K ﹤0.01%
56
839
$4K ﹤0.01%
+61
840
$4K ﹤0.01%
83
841
$4K ﹤0.01%
600
842
$4K ﹤0.01%
173
843
$4K ﹤0.01%
180
844
$4K ﹤0.01%
75
845
$4K ﹤0.01%
334
846
$4K ﹤0.01%
25
847
$4K ﹤0.01%
+200
848
$4K ﹤0.01%
100
849
$4K ﹤0.01%
50
850
$3K ﹤0.01%
54
32 33
34
35 36