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
$297M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,412
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.98M
3
+$612K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$565K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$556K

Top Sells

1
+$778K
2
+$393K
3
+$308K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$292K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$192K

Sector Composition

1 Technology 13.76%
2 Healthcare 7.44%
3 Financials 4.7%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$4.77K ﹤0.01%
29
927
$4.72K ﹤0.01%
250
928
$4.72K ﹤0.01%
76
929
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321
930
$4.68K ﹤0.01%
41
931
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29
932
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12
933
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934
$4.62K ﹤0.01%
43
935
$4.62K ﹤0.01%
489
936
$4.61K ﹤0.01%
68
937
$4.61K ﹤0.01%
646
938
$4.59K ﹤0.01%
283
939
$4.57K ﹤0.01%
+180
940
$4.57K ﹤0.01%
10
941
$4.55K ﹤0.01%
270
942
$4.55K ﹤0.01%
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943
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12
944
$4.52K ﹤0.01%
93
945
$4.52K ﹤0.01%
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946
$4.5K ﹤0.01%
25
947
$4.47K ﹤0.01%
30
948
$4.47K ﹤0.01%
22
949
$4.46K ﹤0.01%
275
950
$4.44K ﹤0.01%
44
36 37
38
39 40