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
576
$4K ﹤0.01%
+29
577
$4K ﹤0.01%
+30
578
$4K ﹤0.01%
+218
579
$4K ﹤0.01%
+56
580
$4K ﹤0.01%
+100
581
$4K ﹤0.01%
+26
582
$4K ﹤0.01%
+19
583
$4K ﹤0.01%
+10
584
$4K ﹤0.01%
+88
585
$4K ﹤0.01%
+52
586
$4K ﹤0.01%
+32
587
$4K ﹤0.01%
+173
588
$4K ﹤0.01%
+334
589
$4K ﹤0.01%
+249
590
$4K ﹤0.01%
+95
591
$4K ﹤0.01%
+141
592
$4K ﹤0.01%
+155
593
$4K ﹤0.01%
+68
594
$4K ﹤0.01%
+189
595
$4K ﹤0.01%
+1,500
596
$4K ﹤0.01%
+100
597
$4K ﹤0.01%
+410
598
$3K ﹤0.01%
+16
599
$3K ﹤0.01%
+46
600
$3K ﹤0.01%
+1,000
22 23
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