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
151
$142K 0.11%
+1,255
152
$139K 0.1%
+3,990
153
$138K 0.1%
+5,910
154
$137K 0.1%
+1,067
155
$136K 0.1%
+2,335
156
$135K 0.1%
+5,435
157
$135K 0.1%
+1,935
158
$134K 0.1%
+2,836
159
$134K 0.1%
+1,681
160
$132K 0.1%
+748
161
$130K 0.1%
+920
162
$129K 0.1%
+5,951
163
$127K 0.09%
+1,072
164
$124K 0.09%
+1,023
165
$122K 0.09%
+572
166
$122K 0.09%
+1,940
167
$121K 0.09%
+495
168
$115K 0.09%
+2,403
169
$114K 0.08%
+3,150
170
$113K 0.08%
+2,262
171
$112K 0.08%
+1,351
172
$112K 0.08%
+4,423
173
$111K 0.08%
+4,468
174
$111K 0.08%
+5,058
175
$110K 0.08%
+2,472
5 6
7
8 9