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
526
$48.8K 0.01%
191
527
$48.4K 0.01%
800
+291
528
$48.1K 0.01%
362
+5
529
$47.9K 0.01%
1,107
530
$47.6K 0.01%
112
+100
531
$47.5K 0.01%
470
532
$47.3K 0.01%
3,846
533
$47.3K 0.01%
1,621
534
$47.1K 0.01%
404
-11
535
$46.7K 0.01%
741
536
$46.6K 0.01%
+258
537
$46.5K 0.01%
255
538
$46.4K 0.01%
60
539
$45.8K 0.01%
152
540
$45.7K 0.01%
959
541
$45.6K 0.01%
598
542
$45.3K 0.01%
137
-15
543
$45.2K 0.01%
154
544
$44.8K 0.01%
74
+1
545
$44.6K 0.01%
410
-62
546
$44.5K 0.01%
712
+17
547
$44.3K 0.01%
541
548
$44.1K 0.01%
1,042
549
$43.9K 0.01%
476
550
$43.9K 0.01%
256
-3
20 21
22
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