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
476
$9K 0.01%
+708
477
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+68
478
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+100
479
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480
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+100
481
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482
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+30
483
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484
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485
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+283
486
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487
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488
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489
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491
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492
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494
$8K 0.01%
+250
495
$8K 0.01%
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496
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497
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498
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+35
499
$7K 0.01%
+284
500
$7K 0.01%
+133
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