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
626
$29.4K 0.01%
42
627
$29.4K 0.01%
2,439
628
$29.1K 0.01%
128
+3
629
$28.8K 0.01%
477
630
$28.8K 0.01%
1,496
631
$28.7K 0.01%
212
-4
632
$28.7K 0.01%
1,832
633
$28.6K 0.01%
112
634
$28.5K 0.01%
484
635
$28.4K 0.01%
127
636
$28.3K 0.01%
115
-2
637
$28.3K 0.01%
13
638
$28.1K 0.01%
282
-3
639
$28K 0.01%
176
640
$27.9K 0.01%
135
641
$27.8K 0.01%
142
+1
642
$27.6K 0.01%
317
643
$27.5K 0.01%
100
644
$27.4K 0.01%
456
645
$27.2K 0.01%
598
+38
646
$27.2K 0.01%
200
-3
647
$27.2K 0.01%
36
648
$27.1K 0.01%
186
649
$27.1K 0.01%
151
650
$27K 0.01%
334
24 25
26
27 28