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
126
$184K 0.14%
+2,570
127
$184K 0.14%
+667
128
$183K 0.14%
+1,230
129
$181K 0.13%
+1,072
130
$179K 0.13%
+1,359
131
$179K 0.13%
+655
132
$177K 0.13%
+1,156
133
$177K 0.13%
+1,248
134
$175K 0.13%
+2,555
135
$172K 0.13%
+1,011
136
$170K 0.13%
3,163
-1,181
137
$168K 0.13%
+361
138
$167K 0.12%
+4,783
139
$165K 0.12%
+2,269
140
$164K 0.12%
+6,333
141
$164K 0.12%
+6,376
142
$159K 0.12%
+737
143
$153K 0.11%
+2,326
144
$153K 0.11%
+1,583
145
$152K 0.11%
+645
146
$150K 0.11%
+6,481
147
$149K 0.11%
+922
148
$147K 0.11%
+1,049
149
$145K 0.11%
+5,917
150
$142K 0.11%
+520
4 5
6
7 8