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
$201M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$847K
3
+$749K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$712K
5
UNH icon
UnitedHealth
UNH
+$675K

Top Sells

1
+$4.17M
2
+$776K
3
+$479K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$413K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$321K

Sector Composition

1 Technology 17.17%
2 Healthcare 9.8%
3 Financials 6.09%
4 Consumer Discretionary 5.53%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$180K 0.09%
1,156
177
$180K 0.09%
4,706
-98
178
$180K 0.09%
1,316
+12
179
$178K 0.09%
2,040
+456
180
$174K 0.09%
1,091
181
$174K 0.09%
489
+141
182
$173K 0.09%
500
183
$171K 0.09%
2,578
+44
184
$170K 0.08%
5,394
+65
185
$170K 0.08%
2,291
+1,560
186
$169K 0.08%
2,973
187
$168K 0.08%
1,080
188
$168K 0.08%
+5,361
189
$166K 0.08%
4,831
+1,965
190
$165K 0.08%
3,309
+554
191
$163K 0.08%
1,859
+1,000
192
$162K 0.08%
1,245
+1,000
193
$161K 0.08%
1,294
-1,914
194
$160K 0.08%
2,507
+1,314
195
$156K 0.08%
2,235
196
$155K 0.08%
714
+106
197
$154K 0.08%
6,376
198
$154K 0.08%
2,211
199
$154K 0.08%
6,333
200
$153K 0.08%
1,282
6 7
8
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