KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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 +$1.83M
2 +$1.52M
3 +$1.12M
4
MRBK icon
Meridian
MRBK
+$917K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$821K

Top Sells

1 +$662K
2 +$469K
3 +$399K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$352K
5
AAPL icon
Apple
AAPL
+$350K

Sector Composition

1 Technology 14.22%
2 Financials 5.06%
3 Healthcare 4.81%
4 Consumer Discretionary 3.02%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHE icon
776
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$15.2K ﹤0.01%
452
IBDV icon
777
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.89B
$15.1K ﹤0.01%
+684
IBDU icon
778
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.62B
$15.1K ﹤0.01%
+642
MPLX icon
779
MPLX
MPLX
$56.2B
$14.9K ﹤0.01%
+300
RMD icon
780
ResMed
RMD
$38.4B
$14.9K ﹤0.01%
55
WCC icon
781
WESCO International
WCC
$14.7B
$14.9K ﹤0.01%
70
ICHR icon
782
Ichor Holdings
ICHR
$1.56B
$14.9K ﹤0.01%
750
IBDY icon
783
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.02B
$14.8K ﹤0.01%
+564
RY icon
784
Royal Bank of Canada
RY
$246B
$14.7K ﹤0.01%
100
CPB icon
785
Campbell Soup
CPB
$8.69B
$14.7K ﹤0.01%
460
-13
ACGL icon
786
Arch Capital
ACGL
$35.5B
$14.6K ﹤0.01%
162
BLD icon
787
TopBuild
BLD
$14.7B
$14.6K ﹤0.01%
37
XJH icon
788
iShares ESG Screened S&P Mid-Cap ETF
XJH
$363M
$14.5K ﹤0.01%
330
FNDE icon
789
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.11B
$14.4K ﹤0.01%
397
FDX icon
790
FedEx
FDX
$86.5B
$14.4K ﹤0.01%
60
-194
BLDR icon
791
Builders FirstSource
BLDR
$14.2B
$14.3K ﹤0.01%
113
+3
RMBS icon
792
Rambus
RMBS
$11.5B
$14.1K ﹤0.01%
137
MMSI icon
793
Merit Medical Systems
MMSI
$4.79B
$14.1K ﹤0.01%
172
UFPI icon
794
UFP Industries
UFPI
$6.65B
$14K ﹤0.01%
151
-48
XYZ
795
Block Inc
XYZ
$34.8B
$13.7K ﹤0.01%
187
-6
SHV icon
796
iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
$13.6K ﹤0.01%
124
+13
PYPL icon
797
PayPal
PYPL
$38.2B
$13.5K ﹤0.01%
202
-6
CWST icon
798
Casella Waste Systems
CWST
$6.58B
$13.5K ﹤0.01%
148
HLI icon
799
Houlihan Lokey
HLI
$12.1B
$13.4K ﹤0.01%
67
ROP icon
800
Roper Technologies
ROP
$37.5B
$13.4K ﹤0.01%
27