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
626
$3K ﹤0.01%
+569
627
$3K ﹤0.01%
+142
628
$3K ﹤0.01%
+50
629
$2K ﹤0.01%
+180
630
$2K ﹤0.01%
+41
631
$2K ﹤0.01%
+100
632
$2K ﹤0.01%
+62
633
$2K ﹤0.01%
+31
634
$2K ﹤0.01%
+24
635
$2K ﹤0.01%
+25
636
$2K ﹤0.01%
+60
637
$2K ﹤0.01%
+100
638
$2K ﹤0.01%
+51
639
$2K ﹤0.01%
+123
640
$2K ﹤0.01%
+56
641
$2K ﹤0.01%
+100
642
$2K ﹤0.01%
+53
643
$2K ﹤0.01%
+78
644
$2K ﹤0.01%
+101
645
$2K ﹤0.01%
+19
646
$2K ﹤0.01%
+40
647
$2K ﹤0.01%
+34
648
$2K ﹤0.01%
+75
649
$2K ﹤0.01%
+108
650
$2K ﹤0.01%
+25
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