KFI
Key Financial Inc Portfolio holdings
AUM
$497M
1-Year Return
13.15%
This Quarter Return
-4.05%
1 Year Return
+13.15%
3 Year Return
+47.67%
5 Year Return
+84.09%
10 Year Return
–
AUM
$297M
AUM Growth
-$5.22M
(-1.7%)
Cap. Flow
+$8.53M
Cap. Flow
% of AUM
2.87%
Top 10 Holdings %
Top 10 Hldgs %
32.16%
Holding
1,412
New
29
Increased
158
Reduced
115
Closed
71
Top Buys
Top Sells
| 1 |
Comcast
CMCSA
|
$778K |
| 2 |
Walt Disney
DIS
|
$393K |
| 3 |
Apple
AAPL
|
$308K |
| 4 |
iShares National Muni Bond ETF
MUB
|
$292K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$192K |
Sector Composition
| 1 | Technology | 13.76% |
| 2 | Healthcare | 7.44% |
| 3 | Financials | 4.7% |
| 4 | Consumer Discretionary | 3.99% |
| 5 | Consumer Staples | 3.71% |
