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
851
$11.3K ﹤0.01%
405
852
$11.2K ﹤0.01%
135
853
$11.2K ﹤0.01%
659
854
$11.1K ﹤0.01%
99
855
$11.1K ﹤0.01%
100
856
$11.1K ﹤0.01%
20
+1
857
$11.1K ﹤0.01%
218
858
$11K ﹤0.01%
82
859
$10.9K ﹤0.01%
128
860
$10.9K ﹤0.01%
226
861
$10.9K ﹤0.01%
419
862
$10.9K ﹤0.01%
141
863
$10.8K ﹤0.01%
115
864
$10.7K ﹤0.01%
96
865
$10.6K ﹤0.01%
+103
866
$10.6K ﹤0.01%
97
867
$10.6K ﹤0.01%
553
-52
868
$10.6K ﹤0.01%
201
+110
869
$10.5K ﹤0.01%
143
870
$10.4K ﹤0.01%
67
871
$10.4K ﹤0.01%
33
872
$10.4K ﹤0.01%
103
873
$10.4K ﹤0.01%
41
874
$10.4K ﹤0.01%
8
875
$10.3K ﹤0.01%
62