KFI
Key Financial Inc Portfolio holdings
AUM
$497M
1-Year Return
13.15%
This Quarter Return
+6.36%
1 Year Return
+13.15%
3 Year Return
+47.67%
5 Year Return
+84.09%
10 Year Return
–
AUM
$452M
AUM Growth
+$35.3M
(+8.5%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
31.16%
Holding
1,368
New
29
Increased
284
Reduced
96
Closed
16
Top Buys
Top Sells
| 1 |
Walt Disney
DIS
|
$461K |
| 2 |
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
|
$384K |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$357K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$246K |
| 5 |
Fulton Financial
FULT
|
$227K |
Sector Composition
| 1 | Technology | 13.38% |
| 2 | Healthcare | 5.5% |
| 3 | Financials | 4.61% |
| 4 | Consumer Discretionary | 3.5% |
| 5 | Consumer Staples | 2.74% |
