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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
651
$2K ﹤0.01%
+96
652
$2K ﹤0.01%
+25
653
$2K ﹤0.01%
+48
654
$2K ﹤0.01%
+60
655
$2K ﹤0.01%
+100
656
$2K ﹤0.01%
+51
657
$1K ﹤0.01%
+67
658
$1K ﹤0.01%
+5
659
$1K ﹤0.01%
+385
660
$1K ﹤0.01%
+94
661
$1K ﹤0.01%
+53
662
$1K ﹤0.01%
+18
663
$1K ﹤0.01%
+7
664
$1K ﹤0.01%
+20
665
$1K ﹤0.01%
+60
666
$1K ﹤0.01%
+5
667
$1K ﹤0.01%
+20
668
$1K ﹤0.01%
+14
669
$1K ﹤0.01%
+205
670
$1K ﹤0.01%
+31
671
$1K ﹤0.01%
+39
672
$1K ﹤0.01%
+21
673
$1K ﹤0.01%
+160
674
$1K ﹤0.01%
+40
675
$1K ﹤0.01%
+56
25 26
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