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
751
$16.7K ﹤0.01%
+800
752
$16.6K ﹤0.01%
+648
753
$16.5K ﹤0.01%
+780
754
$16.4K ﹤0.01%
54
755
$16.3K ﹤0.01%
633
756
$16.3K ﹤0.01%
278
+71
757
$16.3K ﹤0.01%
470
758
$16.3K ﹤0.01%
378
759
$16.3K ﹤0.01%
200
760
$16.2K ﹤0.01%
425
761
$16K ﹤0.01%
979
762
$16K ﹤0.01%
38
+4
763
$16K ﹤0.01%
1,125
764
$15.9K ﹤0.01%
106
765
$15.8K ﹤0.01%
225
766
$15.8K ﹤0.01%
9
767
$15.8K ﹤0.01%
852
+561
768
$15.7K ﹤0.01%
186
769
$15.6K ﹤0.01%
221
770
$15.5K ﹤0.01%
351
771
$15.5K ﹤0.01%
1,664
+25
772
$15.4K ﹤0.01%
1,386
773
$15.3K ﹤0.01%
52
774
$15.3K ﹤0.01%
36
775
$15.3K ﹤0.01%
358