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KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
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
+$1.44M
2
+$837K
3
+$721K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$708K
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$658K

Top Sells

1
+$3.82M
2
+$735K
3
+$451K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$416K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$328K

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%
267
877
$3K ﹤0.01%
+88
878
$3K ﹤0.01%
5
879
$3K ﹤0.01%
+44
880
$3K ﹤0.01%
+88
881
$3K ﹤0.01%
135
882
$3K ﹤0.01%
67
883
$3K ﹤0.01%
5
884
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40
885
$3K ﹤0.01%
591
886
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+50
887
$3K ﹤0.01%
106
888
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25
889
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890
$3K ﹤0.01%
90
891
$3K ﹤0.01%
87
892
$3K ﹤0.01%
+40
893
$3K ﹤0.01%
200
894
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46
895
$3K ﹤0.01%
14
896
$3K ﹤0.01%
91
897
$3K ﹤0.01%
2,500
898
$3K ﹤0.01%
600
899
$3K ﹤0.01%
77
900
$2K ﹤0.01%
193
+17
34 35
36
37 38