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
576
$4K ﹤0.01%
+88
577
$4K ﹤0.01%
+52
578
$4K ﹤0.01%
+32
579
$4K ﹤0.01%
+173
580
$4K ﹤0.01%
+334
581
$4K ﹤0.01%
+249
582
$4K ﹤0.01%
+95
583
$4K ﹤0.01%
+141
584
$4K ﹤0.01%
+155
585
$4K ﹤0.01%
+410
586
$4K ﹤0.01%
+100
587
$4K ﹤0.01%
+71
588
$4K ﹤0.01%
+23
589
$4K ﹤0.01%
+600
590
$4K ﹤0.01%
+15
591
$4K ﹤0.01%
+29
592
$4K ﹤0.01%
+30
593
$4K ﹤0.01%
+218
594
$4K ﹤0.01%
+68
595
$4K ﹤0.01%
+189
596
$4K ﹤0.01%
+1,500
597
$4K ﹤0.01%
+100
598
$3K ﹤0.01%
+33
599
$3K ﹤0.01%
+24
600
$3K ﹤0.01%
+25
22 23
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