KFI
Key Financial Inc Portfolio holdings
AUM
$497M
1-Year Return
13.15%
This Quarter Return
+9%
1 Year Return
+13.15%
3 Year Return
+47.67%
5 Year Return
+84.09%
10 Year Return
–
AUM
$200M
AUM Growth
+$22.9M
(+13%)
Cap. Flow
+$9.1M
Cap. Flow
% of AUM
4.56%
Top 10 Holdings %
Top 10 Hldgs %
34.55%
Holding
1,024
New
76
Increased
150
Reduced
71
Closed
27
Top Buys
| 1 |
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
|
$2.21M |
| 2 |
Apple
AAPL
|
$1.83M |
| 3 |
Amazon
AMZN
|
$1.43M |
| 4 |
WisdomTree International LargeCap Dividend Fund
DOL
|
$945K |
| 5 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$555K |
Top Sells
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Healthcare | 10.8% |
| 3 | Financials | 6.02% |
| 4 | Consumer Discretionary | 6% |
| 5 | Communication Services | 5.91% |
