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
1126
$1.66K ﹤0.01%
30
1127
$1.65K ﹤0.01%
18
1128
$1.64K ﹤0.01%
32
1129
$1.63K ﹤0.01%
25
1130
$1.61K ﹤0.01%
50
1131
$1.6K ﹤0.01%
79
1132
$1.58K ﹤0.01%
+25
1133
$1.55K ﹤0.01%
63
1134
$1.55K ﹤0.01%
29
+9
1135
$1.54K ﹤0.01%
64
1136
$1.51K ﹤0.01%
180
1137
$1.51K ﹤0.01%
26
1138
$1.49K ﹤0.01%
159
1139
$1.48K ﹤0.01%
30
1140
$1.46K ﹤0.01%
38
1141
$1.43K ﹤0.01%
15
1142
$1.42K ﹤0.01%
49
1143
$1.4K ﹤0.01%
56
1144
$1.38K ﹤0.01%
+32
1145
$1.37K ﹤0.01%
54
1146
$1.37K ﹤0.01%
42
1147
$1.34K ﹤0.01%
41
1148
$1.32K ﹤0.01%
18
1149
$1.31K ﹤0.01%
39
1150
$1.31K ﹤0.01%
200
44 45
46
47 48