KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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
+$1.12M
2
+$659K
3
+$521K
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$323K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$248K

Top Sells

1
+$337K
2
+$243K
3
+$205K
4
CRM icon
Salesforce
CRM
+$201K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$127K

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
476
$9K 0.01%
+219
477
$9K 0.01%
+25
478
$9K 0.01%
+147
479
$9K 0.01%
+708
480
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+68
481
$8K 0.01%
+242
482
$8K 0.01%
+30
483
$8K 0.01%
+221
484
$8K 0.01%
+75
485
$8K 0.01%
+283
486
$8K 0.01%
+71
487
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488
$8K 0.01%
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489
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+100
490
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+141
491
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492
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493
$8K 0.01%
+70
494
$8K 0.01%
+250
495
$8K 0.01%
+608
496
$7K 0.01%
+80
497
$7K 0.01%
+36
498
$7K 0.01%
+35
499
$7K 0.01%
+284
500
$7K 0.01%
+133
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