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
276
$41K 0.03%
+233
277
$40K 0.03%
+34
278
$40K 0.03%
+1,049
279
$40K 0.03%
+1,681
280
$39K 0.03%
+953
281
$39K 0.03%
+771
282
$39K 0.03%
+703
283
$39K 0.03%
+405
284
$39K 0.03%
+174
285
$39K 0.03%
+840
286
$39K 0.03%
+220
287
$38K 0.03%
+2,148
288
$37K 0.03%
+340
289
$37K 0.03%
+494
290
$37K 0.03%
+116
291
$37K 0.03%
+3,087
292
$37K 0.03%
+213
293
$37K 0.03%
+321
294
$37K 0.03%
+265
295
$37K 0.03%
+168
296
$36K 0.03%
+139
297
$36K 0.03%
+515
298
$36K 0.03%
+573
299
$36K 0.03%
+174
300
$35K 0.03%
+1,600
10 11
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