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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
$213M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$3.37M
3
+$2.29M
4
ADP icon
Automatic Data Processing
ADP
+$2.08M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.02M

Top Sells

1
+$346K
2
+$184K
3
+$121K
4
VG
Vonage Holdings Corporation
VG
+$117K
5
BND icon
Vanguard Total Bond Market
BND
+$90.3K

Sector Composition

1 Technology 13.88%
2 Healthcare 10.05%
3 Financials 5.26%
4 Consumer Staples 4.94%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
49
877
$3K ﹤0.01%
64
+60
878
$3K ﹤0.01%
35
879
$3K ﹤0.01%
19
880
$3K ﹤0.01%
103
881
$3K ﹤0.01%
109
882
$3K ﹤0.01%
32
883
$3K ﹤0.01%
61
884
$3K ﹤0.01%
401
+6
885
$3K ﹤0.01%
425
+325
886
$3K ﹤0.01%
45
887
$3K ﹤0.01%
165
888
$3K ﹤0.01%
+44
889
$3K ﹤0.01%
30
890
$3K ﹤0.01%
29
891
$3K ﹤0.01%
250
892
$3K ﹤0.01%
419
893
$3K ﹤0.01%
46
894
$3K ﹤0.01%
349
895
$3K ﹤0.01%
83
896
$3K ﹤0.01%
67
897
$3K ﹤0.01%
56
898
$3K ﹤0.01%
+100
899
$3K ﹤0.01%
100
900
$3K ﹤0.01%
180
34 35
36
37 38