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
576
$38.1K 0.01%
38
577
$37.3K 0.01%
687
578
$37K 0.01%
3,494
579
$36.9K 0.01%
451
580
$36.5K 0.01%
445
-5
581
$36.5K 0.01%
1,137
-96
582
$36.4K 0.01%
549
583
$36.4K 0.01%
289
584
$36.4K 0.01%
400
585
$36.3K 0.01%
750
586
$36.2K 0.01%
244
-28
587
$35.6K 0.01%
1,000
588
$35.6K 0.01%
1,346
589
$35.4K 0.01%
224
-69
590
$35.1K 0.01%
924
591
$34.4K 0.01%
352
592
$34.3K 0.01%
129
+2
593
$33.9K 0.01%
426
594
$33.5K 0.01%
275
595
$33.4K 0.01%
308
596
$33K 0.01%
35
597
$33K 0.01%
181
+9
598
$32.7K 0.01%
258
599
$32.6K 0.01%
170
600
$32.5K 0.01%
9,500
22 23
24
25 26