Instuitional Investor - Key Financial Inc
Fund Profile
Filing Period:
| Fund Name: | Key Financial Inc |
| Portfolio Value | $459,545,243 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 97,457 | $21,648,233 | 4.71% | |
| 2. | Wisdomtree Trust | 304,163 | $16,750,256 | 3.64% | |
| 3. | Wisdomtree Trust | 316,886 | $15,476,712 | 3.37% | |
| 4. | Wisdomtree Trust | 433,198 | $15,452,173 | 3.36% | |
| 5. | Ishares Tr - US TREAS BD ETF | 602,524 | $13,849,009 | 3.01% |
