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
376
$113K 0.02%
2,497
377
$112K 0.02%
421
+105
378
$112K 0.02%
449
+2
379
$112K 0.02%
1,851
+5
380
$112K 0.02%
5,918
381
$109K 0.02%
242
+2
382
$109K 0.02%
1,892
-58
383
$109K 0.02%
4,001
384
$107K 0.02%
2,600
385
$105K 0.02%
+5,548
386
$104K 0.02%
3,029
387
$103K 0.02%
573
+346
388
$103K 0.02%
4,116
389
$102K 0.02%
667
+5
390
$101K 0.02%
728
391
$101K 0.02%
827
-114
392
$101K 0.02%
3,894
393
$99.8K 0.02%
430
+1
394
$99.6K 0.02%
500
395
$98.5K 0.02%
2,616
+2,006
396
$98.1K 0.02%
1,184
-10
397
$97.8K 0.02%
3,010
398
$97.5K 0.02%
3,954
399
$97.3K 0.02%
1,333
400
$96.7K 0.02%
1,986
14 15
16
17 18