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
676
$23.6K ﹤0.01%
700
677
$23.2K ﹤0.01%
133
678
$23.2K ﹤0.01%
350
679
$23.2K ﹤0.01%
134
680
$23K ﹤0.01%
64
-2
681
$23K ﹤0.01%
274
682
$22.9K ﹤0.01%
93
+4
683
$22.8K ﹤0.01%
806
684
$22.7K ﹤0.01%
44
685
$22.5K ﹤0.01%
54
686
$22.4K ﹤0.01%
900
687
$22.3K ﹤0.01%
111
+5
688
$22.2K ﹤0.01%
328
-10
689
$22.1K ﹤0.01%
1,379
690
$22K ﹤0.01%
554
691
$21.8K ﹤0.01%
1,292
692
$21.7K ﹤0.01%
279
693
$21.7K ﹤0.01%
1,166
+34
694
$21.5K ﹤0.01%
580
+572
695
$21.4K ﹤0.01%
158
696
$21.2K ﹤0.01%
600
697
$21.1K ﹤0.01%
772
698
$21K ﹤0.01%
168
699
$21K ﹤0.01%
253
700
$20.8K ﹤0.01%
410