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
676
$1K ﹤0.01%
+42
677
$1K ﹤0.01%
+59
678
$1K ﹤0.01%
+100
679
$1K ﹤0.01%
+11
680
$1K ﹤0.01%
+15
681
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+15
682
$1K ﹤0.01%
+25
683
$1K ﹤0.01%
+57
684
$1K ﹤0.01%
+35
685
$1K ﹤0.01%
+32
686
$1K ﹤0.01%
+13
687
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+30
688
$1K ﹤0.01%
+18
689
$1K ﹤0.01%
+141
690
$1K ﹤0.01%
+24
691
$1K ﹤0.01%
+80
692
$1K ﹤0.01%
+41
693
$1K ﹤0.01%
+1,536
694
$1K ﹤0.01%
+150
695
$1K ﹤0.01%
+11
696
$1K ﹤0.01%
+31
697
$1K ﹤0.01%
+13
698
$1K ﹤0.01%
+59
699
$1K ﹤0.01%
+30
700
$1K ﹤0.01%
+89
26 27
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