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
426
$13K 0.01%
+300
427
$13K 0.01%
+156
428
$13K 0.01%
+500
429
$13K 0.01%
+1,379
430
$13K 0.01%
+285
431
$13K 0.01%
+1,500
432
$13K 0.01%
+960
433
$13K 0.01%
+250
434
$13K 0.01%
+170
435
$13K 0.01%
+597
436
$13K 0.01%
+214
437
$12K 0.01%
+1,100
438
$12K 0.01%
+140
439
$12K 0.01%
+1,800
440
$12K 0.01%
+220
441
$12K 0.01%
+207
442
$12K 0.01%
+559
443
$12K 0.01%
+1,475
444
$11K 0.01%
+167
445
$11K 0.01%
+296
446
$11K 0.01%
+85
447
$11K 0.01%
+150
448
$11K 0.01%
+405
449
$11K 0.01%
+275
450
$11K 0.01%
+592
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