KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.28M
3
+$995K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$876K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$838K

Top Sells

1
+$701K
2
+$546K
3
+$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$2.1K ﹤0.01%
21
1102
$2.08K ﹤0.01%
20
1103
$2.05K ﹤0.01%
36
1104
$2.04K ﹤0.01%
38
1105
$2.04K ﹤0.01%
59
1106
$2.01K ﹤0.01%
21
1107
$1.97K ﹤0.01%
8
1108
$1.97K ﹤0.01%
100
1109
$1.96K ﹤0.01%
25
1110
$1.95K ﹤0.01%
40
1111
$1.86K ﹤0.01%
32
1112
$1.86K ﹤0.01%
25
1113
$1.86K ﹤0.01%
20
1114
$1.81K ﹤0.01%
107
1115
$1.8K ﹤0.01%
24
1116
$1.78K ﹤0.01%
68
1117
$1.76K ﹤0.01%
59
1118
$1.73K ﹤0.01%
40
1119
$1.72K ﹤0.01%
60
1120
$1.7K ﹤0.01%
39
1121
$1.69K ﹤0.01%
41
1122
$1.67K ﹤0.01%
16
1123
$1.67K ﹤0.01%
41
1124
$1.67K ﹤0.01%
125
1125
$1.66K ﹤0.01%
100
43 44
45
46 47