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
351
$24K 0.02%
+269
352
$23K 0.02%
+492
353
$23K 0.02%
+2,450
354
$23K 0.02%
+1,342
355
$23K 0.02%
+239
356
$23K 0.02%
+1,000
357
$23K 0.02%
+133
358
$22K 0.02%
+1,372
359
$22K 0.02%
+460
360
$22K 0.02%
+824
361
$22K 0.02%
+1,484
362
$22K 0.02%
+810
363
$22K 0.02%
+143
364
$22K 0.02%
+76
365
$22K 0.02%
+100
366
$21K 0.02%
+350
367
$21K 0.02%
+2,336
368
$21K 0.02%
+991
369
$21K 0.02%
+1,000
370
$21K 0.02%
+360
371
$20K 0.01%
+1,599
372
$20K 0.01%
+546
373
$20K 0.01%
+250
374
$20K 0.01%
+153
375
$20K 0.01%
+1,000
13 14
15
16 17