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
401
$96.4K 0.02%
2,753
+1
402
$96.1K 0.02%
3,025
403
$96K 0.02%
2,681
404
$95.2K 0.02%
1,219
+1,104
405
$94.2K 0.02%
1,247
-5
406
$93.2K 0.02%
3,491
407
$92.9K 0.02%
1,787
+17
408
$92.1K 0.02%
647
-117
409
$92K 0.02%
960
+21
410
$91.3K 0.02%
741
-2,503
411
$90.2K 0.02%
1,000
412
$89.6K 0.02%
2,053
413
$89.3K 0.02%
7,275
414
$88.8K 0.02%
683
+292
415
$88.6K 0.02%
1,850
+15
416
$88.2K 0.02%
378
417
$87.9K 0.02%
1,274
418
$86.1K 0.02%
1,067
419
$85K 0.02%
249
+1
420
$84.4K 0.02%
1,513
421
$84.4K 0.02%
658
+4
422
$84.2K 0.02%
898
+673
423
$83.6K 0.02%
380
-70
424
$83.4K 0.02%
571
+384
425
$83.4K 0.02%
1,572
15 16
17
18 19