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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
926
$2K ﹤0.01%
56
927
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88
928
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82
929
$2K ﹤0.01%
53
930
$2K ﹤0.01%
78
931
$2K ﹤0.01%
+21
932
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20
933
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934
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935
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936
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937
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939
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941
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21
942
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943
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944
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946
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947
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948
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125
949
$2K ﹤0.01%
40
950
$2K ﹤0.01%
66
36 37
38
39 40