KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$697K
3
+$581K
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$355K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$271K

Top Sells

1
+$426K
2
+$244K
3
+$205K
4
CRM icon
Salesforce
CRM
+$184K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$135K

Sector Composition

1 Technology 16.6%
2 Healthcare 13.26%
3 Communication Services 9%
4 Financials 6.14%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62K 0.05%
+300
227
$61K 0.05%
+817
228
$59K 0.04%
+1,941
229
$59K 0.04%
+350
230
$58K 0.04%
+731
231
$57K 0.04%
+2,900
232
$57K 0.04%
+1,360
233
$56K 0.04%
+4,433
234
$56K 0.04%
+315
235
$55K 0.04%
+567
236
$55K 0.04%
+559
237
$55K 0.04%
+800
238
$54K 0.04%
+1,227
239
$53K 0.04%
+1,665
240
$52K 0.04%
+2,538
241
$52K 0.04%
+827
242
$52K 0.04%
+844
243
$50K 0.04%
+163
244
$50K 0.04%
+578
245
$50K 0.04%
+1,000
246
$50K 0.04%
+3,439
247
$50K 0.04%
+1,405
248
$49K 0.04%
+185
249
$49K 0.04%
+1,098
250
$49K 0.04%
+233
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