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
$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
State Street 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
851
$3K ﹤0.01%
+150
852
$3K ﹤0.01%
600
853
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120
854
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16
855
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+75
856
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46
857
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858
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62
859
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860
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+750
861
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30
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863
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865
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267
866
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+88
867
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+82
868
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78
869
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870
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125
871
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5
872
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+44
873
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+88
874
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135
875
$3K ﹤0.01%
67
33 34
35
36 37