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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
901
$3K ﹤0.01%
75
902
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50
903
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90
904
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200
905
$3K ﹤0.01%
41
906
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43
907
$3K ﹤0.01%
98
908
$3K ﹤0.01%
95
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141
910
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35
911
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428
912
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913
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40
915
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916
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917
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918
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+50
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50
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$3K ﹤0.01%
591
921
$2K ﹤0.01%
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25
-573
923
$2K ﹤0.01%
116
924
$2K ﹤0.01%
67
925
$2K ﹤0.01%
150
35 36
37
38 39