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
626
$3K ﹤0.01%
+180
627
$3K ﹤0.01%
+90
628
$3K ﹤0.01%
+4
629
$2K ﹤0.01%
+100
630
$2K ﹤0.01%
+180
631
$2K ﹤0.01%
+62
632
$2K ﹤0.01%
+31
633
$2K ﹤0.01%
+24
634
$2K ﹤0.01%
+25
635
$2K ﹤0.01%
+96
636
$2K ﹤0.01%
+25
637
$2K ﹤0.01%
+48
638
$2K ﹤0.01%
+40
639
$2K ﹤0.01%
+34
640
$2K ﹤0.01%
+75
641
$2K ﹤0.01%
+108
642
$2K ﹤0.01%
+25
643
$2K ﹤0.01%
+28
644
$2K ﹤0.01%
+28
645
$2K ﹤0.01%
+600
646
$2K ﹤0.01%
+60
647
$2K ﹤0.01%
+100
648
$2K ﹤0.01%
+51
649
$2K ﹤0.01%
+123
650
$2K ﹤0.01%
+56
24 25
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