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
201
$82K 0.06%
+3,639
202
$81K 0.06%
+859
203
$80K 0.06%
+944
204
$80K 0.06%
+500
205
$79K 0.06%
+239
206
$78K 0.06%
+3,212
207
$78K 0.06%
+2,179
208
$76K 0.06%
+4,047
209
$76K 0.06%
+537
210
$75K 0.06%
+150
211
$75K 0.06%
+1,076
212
$73K 0.05%
+455
213
$71K 0.05%
+32
214
$71K 0.05%
+700
215
$69K 0.05%
+95
216
$69K 0.05%
+1,155
217
$68K 0.05%
+443
218
$67K 0.05%
+201
219
$66K 0.05%
+312
220
$65K 0.05%
+900
221
$64K 0.05%
+299
222
$64K 0.05%
+800
223
$63K 0.05%
+1,572
224
$62K 0.05%
+696
225
$62K 0.05%
+365
7 8
9
10 11