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
326
$28K 0.02%
+987
327
$27K 0.02%
+1,000
328
$27K 0.02%
+1,032
329
$27K 0.02%
+335
330
$26K 0.02%
+298
331
$26K 0.02%
+1,160
332
$26K 0.02%
+37
333
$26K 0.02%
+74
334
$26K 0.02%
+204
335
$26K 0.02%
+160
336
$25K 0.02%
+1,298
337
$25K 0.02%
+175
338
$25K 0.02%
+411
339
$25K 0.02%
+771
340
$25K 0.02%
+815
341
$24K 0.02%
+67
342
$24K 0.02%
+97
343
$24K 0.02%
+219
344
$24K 0.02%
+113
345
$24K 0.02%
+400
346
$24K 0.02%
+117
347
$24K 0.02%
+509
348
$24K 0.02%
+1,657
349
$24K 0.02%
+133
350
$24K 0.02%
+362
12 13
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