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
901
$9.3K ﹤0.01%
15
902
$9.24K ﹤0.01%
19
903
$9.18K ﹤0.01%
38
904
$9.16K ﹤0.01%
245
905
$9.04K ﹤0.01%
198
906
$9K ﹤0.01%
69
907
$8.96K ﹤0.01%
628
908
$8.89K ﹤0.01%
1,200
909
$8.87K ﹤0.01%
+950
910
$8.84K ﹤0.01%
200
911
$8.83K ﹤0.01%
73
912
$8.74K ﹤0.01%
972
913
$8.73K ﹤0.01%
34
+4
914
$8.63K ﹤0.01%
68
915
$8.61K ﹤0.01%
46
916
$8.6K ﹤0.01%
30
917
$8.6K ﹤0.01%
254
918
$8.55K ﹤0.01%
107
919
$8.51K ﹤0.01%
44
920
$8.5K ﹤0.01%
100
921
$8.5K ﹤0.01%
84
922
$8.48K ﹤0.01%
82
923
$8.46K ﹤0.01%
96
-5
924
$8.45K ﹤0.01%
100
925
$8.37K ﹤0.01%
274