We are live on ! Find out more
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
701
$1K ﹤0.01%
+150
702
$1K ﹤0.01%
+11
703
$1K ﹤0.01%
+31
704
$1K ﹤0.01%
+13
705
$1K ﹤0.01%
+59
706
$1K ﹤0.01%
+30
707
$1K ﹤0.01%
+89
708
$1K ﹤0.01%
+12
709
$0 ﹤0.01%
+5
710
$0 ﹤0.01%
+8
711
$0 ﹤0.01%
+17
712
$0 ﹤0.01%
+13
713
$0 ﹤0.01%
+37
714
$0 ﹤0.01%
+2
715
$0 ﹤0.01%
+80
716
$0 ﹤0.01%
+4
717
$0 ﹤0.01%
+17
718
$0 ﹤0.01%
+8
719
$0 ﹤0.01%
+30
720
$0 ﹤0.01%
+9
721
– –
-9,645
722
$0 ﹤0.01%
+12
723
$0 ﹤0.01%
+18
724
$0 ﹤0.01%
+10
725
$0 ﹤0.01%
+4
27 28
29
30 31