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
851
$7.35K ﹤0.01%
90
852
$7.33K ﹤0.01%
19
+1
853
$7.31K ﹤0.01%
15
854
$7.28K ﹤0.01%
116
855
$7.22K ﹤0.01%
68
856
$7.18K ﹤0.01%
29
+2
857
$7.15K ﹤0.01%
41
858
$7.05K ﹤0.01%
972
859
$7.04K ﹤0.01%
139
860
$7.03K ﹤0.01%
52
861
$7K ﹤0.01%
498
862
$7K ﹤0.01%
358
863
$7K ﹤0.01%
70
864
$6.95K ﹤0.01%
+170
865
$6.95K ﹤0.01%
364
866
$6.93K ﹤0.01%
17
867
$6.91K ﹤0.01%
28
868
$6.87K ﹤0.01%
500
869
$6.82K ﹤0.01%
143
870
$6.79K ﹤0.01%
107
871
$6.77K ﹤0.01%
675
872
$6.77K ﹤0.01%
126
873
$6.74K ﹤0.01%
15
+1
874
$6.72K ﹤0.01%
124
875
$6.67K ﹤0.01%
123
33 34
35
36 37