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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
676
$1K ﹤0.01%
+5
677
$1K ﹤0.01%
+26
678
$1K ﹤0.01%
+20
679
$1K ﹤0.01%
+100
680
$1K ﹤0.01%
+42
681
$1K ﹤0.01%
+59
682
$1K ﹤0.01%
+100
683
$1K ﹤0.01%
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684
$1K ﹤0.01%
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685
$1K ﹤0.01%
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686
$1K ﹤0.01%
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687
$1K ﹤0.01%
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688
$1K ﹤0.01%
+35
689
$1K ﹤0.01%
+32
690
$1K ﹤0.01%
+13
691
$1K ﹤0.01%
+30
692
$1K ﹤0.01%
+18
693
$1K ﹤0.01%
+141
694
$1K ﹤0.01%
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695
$1K ﹤0.01%
+80
696
$1K ﹤0.01%
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697
$1K ﹤0.01%
+1,536
698
$1K ﹤0.01%
+10
699
$1K ﹤0.01%
+8
700
$1K ﹤0.01%
+54
26 27
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