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
1176
$1.04K ﹤0.01%
23
1177
$1.04K ﹤0.01%
31
1178
$1.04K ﹤0.01%
89
1179
$1.02K ﹤0.01%
+20
1180
$1.02K ﹤0.01%
19
1181
$1.01K ﹤0.01%
31
1182
$1K ﹤0.01%
17
1183
$1K ﹤0.01%
+5
1184
$998 ﹤0.01%
56
1185
$992 ﹤0.01%
100
1186
$971 ﹤0.01%
19
1187
$963 ﹤0.01%
21
1188
$962 ﹤0.01%
385
1189
$951 ﹤0.01%
12
1190
$924 ﹤0.01%
7
1191
$923 ﹤0.01%
+6
1192
$918 ﹤0.01%
10
1193
$916 ﹤0.01%
+18
1194
$906 ﹤0.01%
19
1195
$899 ﹤0.01%
21
1196
$894 ﹤0.01%
4
1197
$872 ﹤0.01%
23
1198
$849 ﹤0.01%
89
1199
$831 ﹤0.01%
46
1200
$823 ﹤0.01%
13
+5
46 47
48
49 50