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
551
$43.6K 0.01%
2,566
+48
552
$43.6K 0.01%
688
553
$43.6K 0.01%
230
554
$43.4K 0.01%
156
555
$43.1K 0.01%
1,105
+5
556
$42.7K 0.01%
849
557
$42.6K 0.01%
356
558
$42.5K 0.01%
151
-5
559
$42.4K 0.01%
713
+1
560
$42K 0.01%
342
561
$41.4K 0.01%
2,698
-40
562
$41.3K 0.01%
1,591
563
$40.8K 0.01%
4,083
564
$40.6K 0.01%
1,240
565
$40.2K 0.01%
368
566
$39.7K 0.01%
397
567
$39.7K 0.01%
350
568
$39.2K 0.01%
435
569
$39.1K 0.01%
2,450
570
$38.8K 0.01%
2,620
571
$38.8K 0.01%
406
+12
572
$38.6K 0.01%
1,225
573
$38.3K 0.01%
450
574
$38.3K 0.01%
1,980
-40
575
$38.2K 0.01%
1,420
21 22
23
24 25