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
776
$15.2K ﹤0.01%
452
777
$15.1K ﹤0.01%
+684
778
$15.1K ﹤0.01%
+642
779
$14.9K ﹤0.01%
+300
780
$14.9K ﹤0.01%
55
781
$14.9K ﹤0.01%
70
782
$14.9K ﹤0.01%
750
783
$14.8K ﹤0.01%
+564
784
$14.7K ﹤0.01%
100
785
$14.7K ﹤0.01%
460
-13
786
$14.6K ﹤0.01%
162
787
$14.6K ﹤0.01%
37
788
$14.5K ﹤0.01%
330
789
$14.4K ﹤0.01%
397
790
$14.4K ﹤0.01%
60
-194
791
$14.3K ﹤0.01%
113
+3
792
$14.1K ﹤0.01%
137
793
$14.1K ﹤0.01%
172
794
$14K ﹤0.01%
151
-48
795
$13.7K ﹤0.01%
187
-6
796
$13.6K ﹤0.01%
124
+13
797
$13.5K ﹤0.01%
202
-6
798
$13.5K ﹤0.01%
148
799
$13.4K ﹤0.01%
67
800
$13.4K ﹤0.01%
27
30 31
32
33 34