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
426
$83.4K 0.02%
557
+115
427
$82.7K 0.02%
1,226
428
$82.4K 0.02%
1,662
-22
429
$82.1K 0.02%
973
+53
430
$81.3K 0.02%
2,483
+805
431
$80.5K 0.01%
1,700
432
$79.8K 0.01%
1,800
433
$79.5K 0.01%
1,196
434
$79.3K 0.01%
4,736
435
$78.9K 0.01%
2,932
+2,462
436
$78.5K 0.01%
1,280
-15
437
$77.6K 0.01%
640
438
$76.1K 0.01%
1,003
439
$75.3K 0.01%
360
+153
440
$74.8K 0.01%
1,518
+488
441
$74.6K 0.01%
773
+301
442
$74.2K 0.01%
999
443
$73.7K 0.01%
1,044
444
$73.6K 0.01%
1,155
+383
445
$73.4K 0.01%
361
-5
446
$73.2K 0.01%
336
-48
447
$73.2K 0.01%
839
448
$73.1K 0.01%
2,000
449
$72.2K 0.01%
821
450
$71.7K 0.01%
1,210
-21
16 17
18
19 20