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
476
$62.2K 0.01%
634
477
$62.1K 0.01%
1,331
+146
478
$61.9K 0.01%
1,145
+962
479
$61.8K 0.01%
229
+2
480
$60.6K 0.01%
5,090
481
$60.2K 0.01%
454
+4
482
$60K 0.01%
432
-411
483
$59.9K 0.01%
493
484
$59.2K 0.01%
1,200
-9
485
$58.5K 0.01%
653
+175
486
$57.8K 0.01%
85
-3
487
$57.7K 0.01%
458
+125
488
$57.6K 0.01%
687
+18
489
$57.6K 0.01%
227
490
$57.6K 0.01%
5,704
491
$57.5K 0.01%
338
492
$57.5K 0.01%
38
493
$57.4K 0.01%
854
-115
494
$57.3K 0.01%
342
-5
495
$56.2K 0.01%
159
496
$55.8K 0.01%
1,000
497
$55.7K 0.01%
+265
498
$55.5K 0.01%
1,078
499
$55.3K 0.01%
1,002
500
$55.1K 0.01%
1,030
18 19
20
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