KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,500
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.51M
3
+$1.08M
4
MRBK icon
Meridian
MRBK
+$890K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$797K

Top Sells

1
+$634K
2
+$461K
3
+$395K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$350K
5
KMB icon
Kimberly-Clark
KMB
+$324K

Sector Composition

1 Technology 14.22%
2 Financials 5.06%
3 Healthcare 4.81%
4 Consumer Discretionary 3.02%
5 Industrials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$258K 0.05%
2,274
-2
252
$253K 0.05%
5,674
+692
253
$253K 0.05%
3,286
+5
254
$251K 0.05%
1,268
-79
255
$250K 0.05%
3,412
+380
256
$250K 0.05%
1,924
+9
257
$250K 0.05%
4,540
258
$247K 0.05%
5,466
+616
259
$247K 0.05%
1,179
+147
260
$245K 0.05%
4,693
261
$239K 0.04%
4,579
262
$237K 0.04%
4,736
+37
263
$237K 0.04%
2,272
264
$236K 0.04%
489
+2
265
$235K 0.04%
3,160
-5,369
266
$235K 0.04%
2,342
-154
267
$235K 0.04%
1,640
+17
268
$233K 0.04%
3,936
+4
269
$231K 0.04%
902
-48
270
$227K 0.04%
7,141
-98
271
$222K 0.04%
1,160
+2
272
$221K 0.04%
1,231
273
$218K 0.04%
3,553
-3,252
274
$218K 0.04%
1,952
275
$216K 0.04%
1,604
9 10
11
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