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
601
$3K ﹤0.01%
+171
602
$3K ﹤0.01%
+17
603
$3K ﹤0.01%
+267
604
$3K ﹤0.01%
+63
605
$3K ﹤0.01%
+104
606
$3K ﹤0.01%
+122
607
$3K ﹤0.01%
+109
608
$3K ﹤0.01%
+200
609
$3K ﹤0.01%
+228
610
$3K ﹤0.01%
+33
611
$3K ﹤0.01%
+24
612
$3K ﹤0.01%
+25
613
$3K ﹤0.01%
+67
614
$3K ﹤0.01%
+45
615
$3K ﹤0.01%
+747
616
$3K ﹤0.01%
+180
617
$3K ﹤0.01%
+90
618
$3K ﹤0.01%
+200
619
$3K ﹤0.01%
+74
620
$3K ﹤0.01%
+65
621
$3K ﹤0.01%
+54
622
$3K ﹤0.01%
+1,500
623
$3K ﹤0.01%
+72
624
$3K ﹤0.01%
+91
625
$3K ﹤0.01%
+74
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