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
826
$12.4K ﹤0.01%
391
+23
827
$12.4K ﹤0.01%
283
828
$12.3K ﹤0.01%
250
+182
829
$12.3K ﹤0.01%
74
+3
830
$12.2K ﹤0.01%
61
831
$12.2K ﹤0.01%
53
+1
832
$12.1K ﹤0.01%
41
833
$12.1K ﹤0.01%
62
834
$12.1K ﹤0.01%
200
835
$12.1K ﹤0.01%
402
+77
836
$12.1K ﹤0.01%
335
837
$12K ﹤0.01%
216
838
$12K ﹤0.01%
110
839
$12K ﹤0.01%
181
-120
840
$12K ﹤0.01%
106
841
$12K ﹤0.01%
61
842
$11.9K ﹤0.01%
136
843
$11.9K ﹤0.01%
65
844
$11.7K ﹤0.01%
118
845
$11.7K ﹤0.01%
219
846
$11.7K ﹤0.01%
224
+3
847
$11.7K ﹤0.01%
481
848
$11.6K ﹤0.01%
27
849
$11.5K ﹤0.01%
298
850
$11.5K ﹤0.01%
342