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
876
$3K ﹤0.01%
5
877
$3K ﹤0.01%
39
878
$3K ﹤0.01%
591
879
$3K ﹤0.01%
6
880
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+50
881
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106
882
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25
883
$3K ﹤0.01%
+375
884
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90
885
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886
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887
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98
888
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25
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890
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34
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892
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+40
893
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200
894
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895
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14
896
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600
897
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77
898
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91
899
$3K ﹤0.01%
2,500
900
$2K ﹤0.01%
+500
34 35
36
37 38