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
801
$13.4K ﹤0.01%
1,221
-10
802
$13.4K ﹤0.01%
560
803
$13.4K ﹤0.01%
382
804
$13.4K ﹤0.01%
178
805
$13.4K ﹤0.01%
198
806
$13.3K ﹤0.01%
150
807
$13.3K ﹤0.01%
300
808
$13.1K ﹤0.01%
280
809
$13.1K ﹤0.01%
141
810
$13.1K ﹤0.01%
197
+5
811
$13K ﹤0.01%
97
-81
812
$13K ﹤0.01%
140
+2
813
$13K ﹤0.01%
61
-101
814
$13K ﹤0.01%
524
815
$13K ﹤0.01%
675
816
$12.9K ﹤0.01%
10
-1
817
$12.8K ﹤0.01%
134
818
$12.7K ﹤0.01%
92
819
$12.7K ﹤0.01%
226
820
$12.7K ﹤0.01%
281
821
$12.6K ﹤0.01%
265
822
$12.6K ﹤0.01%
200
823
$12.6K ﹤0.01%
1,801
824
$12.6K ﹤0.01%
354
825
$12.5K ﹤0.01%
74
31 32
33
34 35