KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
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
51
$560K 0.42%
1,930
52
$545K 0.41%
2,451
-826
53
$516K 0.38%
7,550
+38
54
$509K 0.38%
6,143
+879
55
$497K 0.37%
4,238
-123
56
$495K 0.37%
13,740
-460
57
$488K 0.36%
22,487
-265
58
$481K 0.36%
3,565
+110
59
$480K 0.36%
13,799
60
$466K 0.35%
5,320
61
$449K 0.33%
3,071
62
$444K 0.33%
1,414
+230
63
$438K 0.33%
5,055
64
$432K 0.32%
3,631
65
$420K 0.31%
8,020
66
$404K 0.3%
5,589
-387
67
$398K 0.3%
18,772
-245
68
$394K 0.29%
1,691
69
$386K 0.29%
5,964
+211
70
$381K 0.28%
2,986
+395
71
$375K 0.28%
10,585
72
$375K 0.28%
4,095
73
$361K 0.27%
6,584
-141
74
$350K 0.26%
1,430
75
$348K 0.26%
6,954
1 2
3
4 5