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
251
$48K 0.04%
+303
252
$47K 0.04%
+140
253
$47K 0.04%
+361
254
$46K 0.03%
+620
255
$46K 0.03%
+1,630
256
$46K 0.03%
+553
257
$46K 0.03%
+800
258
$45K 0.03%
+2,304
259
$45K 0.03%
+1,498
260
$45K 0.03%
+1,183
261
$45K 0.03%
+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%
+1,122
269
$42K 0.03%
+233
270
$42K 0.03%
+450
271
$42K 0.03%
+358
272
$42K 0.03%
+1,629
273
$41K 0.03%
+525
274
$41K 0.03%
+110
275
$41K 0.03%
+344
9 10
11
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