KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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
+$1.12M
2
+$659K
3
+$521K
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$323K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$248K

Top Sells

1
+$337K
2
+$243K
3
+$205K
4
CRM icon
Salesforce
CRM
+$201K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$127K

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
251
$48K 0.04%
+303
252
$47K 0.04%
+140
253
$47K 0.04%
+722
254
$46K 0.03%
+620
255
$46K 0.03%
+553
256
$46K 0.03%
+800
257
$46K 0.03%
+1,630
258
$45K 0.03%
+1,498
259
$45K 0.03%
+183
260
$45K 0.03%
+2,304
261
$45K 0.03%
+1,183
262
$44K 0.03%
+707
263
$44K 0.03%
+1,200
264
$44K 0.03%
+1,360
265
$43K 0.03%
+1,154
266
$43K 0.03%
+185
267
$43K 0.03%
+634
268
$43K 0.03%
+2,244
269
$42K 0.03%
+1,629
270
$42K 0.03%
+233
271
$42K 0.03%
+450
272
$42K 0.03%
+358
273
$41K 0.03%
+110
274
$41K 0.03%
+344
275
$41K 0.03%
+233
9 10
11
12 13