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
176
$109K 0.08%
+2,724
177
$108K 0.08%
+1,025
178
$104K 0.08%
+2,000
179
$100K 0.07%
+656
180
$97K 0.07%
+886
181
$97K 0.07%
+2,364
182
$95K 0.07%
+600
183
$94K 0.07%
+1,028
184
$94K 0.07%
+1,893
185
$94K 0.07%
+1,900
186
$93K 0.07%
+608
187
$93K 0.07%
+1,355
188
$93K 0.07%
+425
189
$93K 0.07%
+3,158
190
$89K 0.07%
+4,736
191
$88K 0.07%
+1,768
192
$85K 0.06%
+248
193
$85K 0.06%
+1,228
194
$84K 0.06%
+1,951
195
$84K 0.06%
+3,772
196
$83K 0.06%
+354
197
$83K 0.06%
+3,377
198
$83K 0.06%
+422
199
$83K 0.06%
+706
200
$82K 0.06%
+963
6 7
8
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