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
976
$4.03K ﹤0.01%
188
977
$4.03K ﹤0.01%
194
978
$4.03K ﹤0.01%
120
979
$4.03K ﹤0.01%
127
980
$4.02K ﹤0.01%
180
981
$4.01K ﹤0.01%
28
982
$4K ﹤0.01%
+168
983
$4K ﹤0.01%
325
984
$4K ﹤0.01%
28
985
$3.99K ﹤0.01%
46
986
$3.99K ﹤0.01%
333
987
$3.98K ﹤0.01%
194
988
$3.97K ﹤0.01%
60
989
$3.96K ﹤0.01%
79
990
$3.95K ﹤0.01%
149
991
$3.92K ﹤0.01%
83
992
$3.91K ﹤0.01%
63
993
$3.91K ﹤0.01%
58
994
$3.9K ﹤0.01%
97
995
$3.89K ﹤0.01%
354
996
$3.87K ﹤0.01%
29
997
$3.85K ﹤0.01%
99
998
$3.85K ﹤0.01%
126
999
$3.84K ﹤0.01%
133
1000
$3.84K ﹤0.01%
1,000
38 39
40
41 42