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
651
$2K ﹤0.01%
+28
652
$2K ﹤0.01%
+28
653
$2K ﹤0.01%
+600
654
$2K ﹤0.01%
+96
655
$2K ﹤0.01%
+25
656
$2K ﹤0.01%
+48
657
$1K ﹤0.01%
+30
658
$1K ﹤0.01%
+89
659
$1K ﹤0.01%
+30
660
$1K ﹤0.01%
+18
661
$1K ﹤0.01%
+141
662
$1K ﹤0.01%
+80
663
$1K ﹤0.01%
+10
664
$1K ﹤0.01%
+8
665
$1K ﹤0.01%
+54
666
$1K ﹤0.01%
+67
667
$1K ﹤0.01%
+5
668
$1K ﹤0.01%
+59
669
$1K ﹤0.01%
+12
670
$1K ﹤0.01%
+385
671
$1K ﹤0.01%
+94
672
$1K ﹤0.01%
+53
673
$1K ﹤0.01%
+18
674
$1K ﹤0.01%
+7
675
$1K ﹤0.01%
+20
25 26
27
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