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
$201M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$837K
3
+$721K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$708K
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$658K

Top Sells

1
+$3.82M
2
+$735K
3
+$451K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$416K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$328K

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%
600
827
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828
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829
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75
830
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831
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832
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+200
833
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834
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835
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836
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837
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839
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35
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841
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842
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843
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845
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846
$4K ﹤0.01%
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847
$4K ﹤0.01%
+61
848
$4K ﹤0.01%
48
849
$4K ﹤0.01%
26
850
$3K ﹤0.01%
24
32 33
34
35 36