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
451
$71.4K 0.01%
785
-252
452
$71.3K 0.01%
1,064
453
$70.8K 0.01%
1,338
+879
454
$70.8K 0.01%
2,197
455
$70.4K 0.01%
2,865
456
$69.6K 0.01%
805
+3
457
$69.2K 0.01%
514
458
$68K 0.01%
2,184
+400
459
$67.8K 0.01%
2,666
460
$67.5K 0.01%
1,830
461
$67.4K 0.01%
984
-7
462
$67.2K 0.01%
244
-358
463
$66.8K 0.01%
684
+2
464
$66.4K 0.01%
1,098
465
$66.3K 0.01%
357
+102
466
$65.7K 0.01%
460
467
$65.1K 0.01%
687
-6
468
$64.6K 0.01%
348
+173
469
$64.1K 0.01%
837
470
$63.6K 0.01%
266
471
$63.6K 0.01%
185
472
$63.2K 0.01%
200
473
$62.7K 0.01%
407
+7
474
$62.6K 0.01%
241
475
$62.6K 0.01%
406
17 18
19
20 21