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
601
$32.1K 0.01%
4
602
$32.1K 0.01%
340
603
$32K 0.01%
152
604
$31.9K 0.01%
333
-215
605
$31.8K 0.01%
400
606
$31.3K 0.01%
1,002
607
$31.3K 0.01%
500
608
$31.2K 0.01%
773
609
$31.1K 0.01%
600
610
$31.1K 0.01%
1,953
611
$31.1K 0.01%
552
612
$30.8K 0.01%
346
+151
613
$30.8K 0.01%
1,328
614
$30.7K 0.01%
242
615
$30.7K 0.01%
392
616
$30.4K 0.01%
1,104
617
$30.4K 0.01%
319
+67
618
$30.3K 0.01%
397
-6
619
$30K 0.01%
392
620
$30K 0.01%
235
621
$29.9K 0.01%
208
622
$29.7K 0.01%
61
623
$29.7K 0.01%
115
624
$29.6K 0.01%
1,029
+8
625
$29.6K 0.01%
280
+10