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
State Street 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
1151
$1.29K ﹤0.01%
419
1152
$1.27K ﹤0.01%
100
1153
$1.27K ﹤0.01%
108
1154
$1.26K ﹤0.01%
35
1155
$1.25K ﹤0.01%
+1,000
1156
$1.25K ﹤0.01%
23
1157
$1.24K ﹤0.01%
61
1158
$1.23K ﹤0.01%
61
1159
$1.23K ﹤0.01%
15
1160
$1.22K ﹤0.01%
142
1161
$1.21K ﹤0.01%
34
1162
$1.21K ﹤0.01%
5
1163
$1.19K ﹤0.01%
31
1164
$1.19K ﹤0.01%
24
1165
$1.18K ﹤0.01%
13
1166
$1.18K ﹤0.01%
2
1167
$1.17K ﹤0.01%
18
1168
$1.15K ﹤0.01%
4
1169
$1.15K ﹤0.01%
40
1170
$1.15K ﹤0.01%
+3
1171
$1.14K ﹤0.01%
25
1172
$1.14K ﹤0.01%
88
1173
$1.11K ﹤0.01%
173
1174
$1.06K ﹤0.01%
17
1175
$1.04K ﹤0.01%
200
45 46
47
48 49