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
451
$11K 0.01%
+500
452
$11K 0.01%
+79
453
$11K 0.01%
+70
454
$11K 0.01%
+189
455
$11K 0.01%
+50
456
$11K 0.01%
+54
457
$10K 0.01%
+89
458
$10K 0.01%
+423
459
$10K 0.01%
+640
460
$10K 0.01%
+1,072
461
$10K 0.01%
+56
462
$10K 0.01%
+238
463
$10K 0.01%
+103
464
$10K 0.01%
+154
465
$10K 0.01%
+62
466
$10K 0.01%
+77
467
$10K 0.01%
+726
468
$10K 0.01%
+206
469
$10K 0.01%
+2,000
470
$9K 0.01%
+245
471
$9K 0.01%
+188
472
$9K 0.01%
+378
473
$9K 0.01%
+219
474
$9K 0.01%
+25
475
$9K 0.01%
+147
17 18
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