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
376
$20K 0.01%
+782
377
$20K 0.01%
+451
378
$19K 0.01%
+142
379
$19K 0.01%
+46
380
$19K 0.01%
+823
381
$19K 0.01%
+99
382
$19K 0.01%
+210
383
$19K 0.01%
+1,360
384
$18K 0.01%
+620
385
$18K 0.01%
+134
386
$18K 0.01%
+128
387
$18K 0.01%
+1,879
388
$17K 0.01%
+524
389
$17K 0.01%
+427
390
$17K 0.01%
+400
391
$17K 0.01%
+772
392
$17K 0.01%
+979
393
$17K 0.01%
+100
394
$17K 0.01%
+180
395
$17K 0.01%
+111
396
$16K 0.01%
+118
397
$16K 0.01%
+4
398
$16K 0.01%
+342
399
$16K 0.01%
+246
400
$16K 0.01%
+125
14 15
16
17 18