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
551
$5K ﹤0.01%
+157
552
$5K ﹤0.01%
+750
553
$5K ﹤0.01%
+84
554
$5K ﹤0.01%
+83
555
$5K ﹤0.01%
+600
556
$5K ﹤0.01%
+157
557
$5K ﹤0.01%
+312
558
$5K ﹤0.01%
+548
559
$5K ﹤0.01%
+235
560
$5K ﹤0.01%
+125
561
$5K ﹤0.01%
+44
562
$5K ﹤0.01%
+25
563
$5K ﹤0.01%
+98
564
$5K ﹤0.01%
+428
565
$5K ﹤0.01%
+154
566
$5K ﹤0.01%
+35
567
$5K ﹤0.01%
+64
568
$5K ﹤0.01%
+24
569
$5K ﹤0.01%
+800
570
$5K ﹤0.01%
+35
571
$5K ﹤0.01%
+39
572
$4K ﹤0.01%
+71
573
$4K ﹤0.01%
+23
574
$4K ﹤0.01%
+600
575
$4K ﹤0.01%
+15
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