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
876
$10.2K ﹤0.01%
157
877
$10.1K ﹤0.01%
48
878
$10.1K ﹤0.01%
710
879
$10K ﹤0.01%
1,275
880
$9.99K ﹤0.01%
108
881
$9.98K ﹤0.01%
+438
882
$9.96K ﹤0.01%
227
883
$9.92K ﹤0.01%
202
884
$9.78K ﹤0.01%
44
885
$9.74K ﹤0.01%
167
886
$9.74K ﹤0.01%
97
-125
887
$9.72K ﹤0.01%
157
888
$9.7K ﹤0.01%
138
889
$9.65K ﹤0.01%
500
890
$9.63K ﹤0.01%
342
891
$9.59K ﹤0.01%
1,064
+64
892
$9.56K ﹤0.01%
39
893
$9.52K ﹤0.01%
58
894
$9.52K ﹤0.01%
207
895
$9.39K ﹤0.01%
17
-2
896
$9.35K ﹤0.01%
143
897
$9.32K ﹤0.01%
77
898
$9.31K ﹤0.01%
374
899
$9.3K ﹤0.01%
97
900
$9.3K ﹤0.01%
145