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
701
$20.8K ﹤0.01%
208
702
$20.8K ﹤0.01%
640
703
$20.7K ﹤0.01%
4,084
704
$20.6K ﹤0.01%
200
705
$20.1K ﹤0.01%
+550
706
$20.1K ﹤0.01%
120
707
$20K ﹤0.01%
99
-6
708
$19.9K ﹤0.01%
265
709
$19.8K ﹤0.01%
219
710
$19.7K ﹤0.01%
442
711
$19.6K ﹤0.01%
188
712
$19.5K ﹤0.01%
88
713
$19.5K ﹤0.01%
1,500
714
$19.4K ﹤0.01%
406
715
$19.3K ﹤0.01%
118
716
$19.1K ﹤0.01%
100
+59
717
$18.7K ﹤0.01%
148
718
$18.7K ﹤0.01%
87
719
$18.6K ﹤0.01%
152
-4
720
$18.6K ﹤0.01%
1,657
721
$18.6K ﹤0.01%
235
-4
722
$18.6K ﹤0.01%
208
723
$18.5K ﹤0.01%
290
724
$18.4K ﹤0.01%
193
-241
725
$18.4K ﹤0.01%
587
27 28
29
30 31