KFI
Key Financial Inc Portfolio holdings
AUM
$548M
1-Year Est. Return
16.44%
This Fund
S&P 500
1 Year Est. Return
+16.44%
AUM
$134M
AUM Growth
+$36.9M
(+38%)
Holding
755
Top Buys
| 1 | +$1.12M | |
| 2 | +$659K | |
| 3 | +$521K | |
| 4 |
WisdomTree US SmallCap Dividend Fund
DES
|
+$323K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$248K |
Top Sells
| 1 | +$337K | |
| 2 | +$243K | |
| 3 | +$205K | |
| 4 |
Salesforce
CRM
|
+$201K |
| 5 |
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% |