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
651
$26.7K ﹤0.01%
576
652
$26.6K ﹤0.01%
338
+93
653
$26.5K ﹤0.01%
356
654
$26.5K ﹤0.01%
320
+196
655
$26.3K ﹤0.01%
360
656
$26.3K ﹤0.01%
60
657
$26.2K ﹤0.01%
992
658
$26.2K ﹤0.01%
710
659
$26.1K ﹤0.01%
170
-22
660
$26.1K ﹤0.01%
200
661
$26K ﹤0.01%
253
662
$26K ﹤0.01%
610
663
$25.9K ﹤0.01%
146
-97
664
$25.9K ﹤0.01%
262
+163
665
$25.9K ﹤0.01%
544
-1,895
666
$25.4K ﹤0.01%
1,599
667
$25.1K ﹤0.01%
195
668
$25K ﹤0.01%
235
+1
669
$24.9K ﹤0.01%
1,109
670
$24.9K ﹤0.01%
500
671
$24.5K ﹤0.01%
626
-19
672
$24.3K ﹤0.01%
256
-13
673
$23.9K ﹤0.01%
49
+28
674
$23.9K ﹤0.01%
120
675
$23.8K ﹤0.01%
120
+62
25 26
27
28 29