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
726
$18.3K ﹤0.01%
139
727
$18.3K ﹤0.01%
197
+10
728
$18.2K ﹤0.01%
36
729
$18.1K ﹤0.01%
95
-53
730
$18K ﹤0.01%
128
731
$18K ﹤0.01%
361
732
$17.9K ﹤0.01%
51
-78
733
$17.9K ﹤0.01%
206
734
$17.9K ﹤0.01%
42
735
$17.8K ﹤0.01%
139
736
$17.8K ﹤0.01%
377
737
$17.7K ﹤0.01%
307
+1
738
$17.7K ﹤0.01%
726
739
$17.6K ﹤0.01%
60
740
$17.4K ﹤0.01%
815
741
$17.4K ﹤0.01%
100
742
$17.2K ﹤0.01%
106
743
$17.1K ﹤0.01%
11,000
744
$17K ﹤0.01%
275
745
$16.9K ﹤0.01%
700
746
$16.9K ﹤0.01%
138
747
$16.9K ﹤0.01%
133
748
$16.9K ﹤0.01%
536
749
$16.8K ﹤0.01%
728
750
$16.7K ﹤0.01%
5,000