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
501
$55K 0.01%
270
-74
502
$54.1K 0.01%
2,620
-2,445
503
$53.8K 0.01%
743
+241
504
$53.6K 0.01%
1,618
505
$53.4K 0.01%
578
-5
506
$53.4K 0.01%
1,255
507
$53.4K 0.01%
450
508
$53.2K 0.01%
728
509
$52.2K 0.01%
2,111
510
$51.9K 0.01%
470
+7
511
$51.8K 0.01%
698
-12
512
$51.8K 0.01%
346
+2
513
$51.6K 0.01%
692
514
$51.3K 0.01%
800
515
$51.2K 0.01%
978
516
$50.7K 0.01%
313
517
$50.6K 0.01%
694
+250
518
$50.1K 0.01%
990
+17
519
$50K 0.01%
235
-5
520
$49.9K 0.01%
1,068
521
$49.9K 0.01%
989
522
$49.9K 0.01%
1,860
523
$49.6K 0.01%
1,237
524
$49.2K 0.01%
739
+9
525
$48.9K 0.01%
979
19 20
21
22 23