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
701
$1K ﹤0.01%
+25
702
$1K ﹤0.01%
+57
703
$1K ﹤0.01%
+35
704
$1K ﹤0.01%
+32
705
$1K ﹤0.01%
+13
706
$1K ﹤0.01%
+24
707
$1K ﹤0.01%
+41
708
$1K ﹤0.01%
+1,536
709
$0 ﹤0.01%
+5
710
$0 ﹤0.01%
+24
711
$0 ﹤0.01%
+3
712
$0 ﹤0.01%
+30
713
$0 ﹤0.01%
+8
714
$0 ﹤0.01%
+2
715
$0 ﹤0.01%
+9
716
$0 ﹤0.01%
+6
717
$0 ﹤0.01%
+5
718
$0 ﹤0.01%
+8
719
$0 ﹤0.01%
+17
720
$0 ﹤0.01%
+13
721
$0 ﹤0.01%
+37
722
$0 ﹤0.01%
+2
723
$0 ﹤0.01%
+80
724
$0 ﹤0.01%
+4
725
$0 ﹤0.01%
+17
27 28
29
30 31