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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.28M
3
+$995K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$876K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$838K

Top Sells

1
+$701K
2
+$546K
3
+$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$8.35K ﹤0.01%
73
827
$8.33K ﹤0.01%
195
828
$8.32K ﹤0.01%
106
829
$8.22K ﹤0.01%
77
830
$8.19K ﹤0.01%
342
831
$8.07K ﹤0.01%
47
832
$8.05K ﹤0.01%
137
833
$8.05K ﹤0.01%
200
834
$8.02K ﹤0.01%
39
835
$7.92K ﹤0.01%
207
836
$7.89K ﹤0.01%
274
837
$7.82K ﹤0.01%
50
838
$7.8K ﹤0.01%
29
839
$7.79K ﹤0.01%
221
840
$7.75K ﹤0.01%
143
841
$7.74K ﹤0.01%
48
842
$7.69K ﹤0.01%
280
843
$7.66K ﹤0.01%
62
+25
844
$7.59K ﹤0.01%
48
845
$7.51K ﹤0.01%
178
846
$7.51K ﹤0.01%
84
847
$7.41K ﹤0.01%
50
848
$7.41K ﹤0.01%
360
849
$7.35K ﹤0.01%
73
850
$7.35K ﹤0.01%
106
32 33
34
35 36