KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
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
601
$3K ﹤0.01%
+67
602
$3K ﹤0.01%
+16
603
$3K ﹤0.01%
+46
604
$3K ﹤0.01%
+1,000
605
$3K ﹤0.01%
+171
606
$3K ﹤0.01%
+17
607
$3K ﹤0.01%
+267
608
$3K ﹤0.01%
+63
609
$3K ﹤0.01%
+104
610
$3K ﹤0.01%
+74
611
$3K ﹤0.01%
+65
612
$3K ﹤0.01%
+54
613
$3K ﹤0.01%
+1,500
614
$3K ﹤0.01%
+72
615
$3K ﹤0.01%
+91
616
$3K ﹤0.01%
+74
617
$3K ﹤0.01%
+569
618
$3K ﹤0.01%
+142
619
$3K ﹤0.01%
+50
620
$3K ﹤0.01%
+122
621
$3K ﹤0.01%
+109
622
$3K ﹤0.01%
+200
623
$3K ﹤0.01%
+228
624
$3K ﹤0.01%
+45
625
$3K ﹤0.01%
+747
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