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
301
$35K 0.03%
+513
302
$34K 0.03%
+229
303
$34K 0.03%
+675
304
$33K 0.02%
+121
305
$33K 0.02%
+1,000
306
$33K 0.02%
+598
307
$33K 0.02%
+800
308
$32K 0.02%
+1,456
309
$32K 0.02%
+885
310
$32K 0.02%
+5,326
311
$32K 0.02%
+965
312
$32K 0.02%
+1,205
313
$32K 0.02%
+687
314
$31K 0.02%
+343
315
$31K 0.02%
+664
316
$31K 0.02%
+369
317
$31K 0.02%
+150
318
$31K 0.02%
+1,030
319
$30K 0.02%
+363
320
$30K 0.02%
+311
321
$30K 0.02%
+195
322
$29K 0.02%
+494
323
$29K 0.02%
+1,104
324
$28K 0.02%
+191
325
$28K 0.02%
+1,080
11 12
13
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