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
926
$8.36K ﹤0.01%
175
927
$8.36K ﹤0.01%
116
928
$8.29K ﹤0.01%
25
929
$8.24K ﹤0.01%
614
+91
930
$8.22K ﹤0.01%
381
931
$8.2K ﹤0.01%
190
932
$8.19K ﹤0.01%
73
933
$8.17K ﹤0.01%
143
934
$8.16K ﹤0.01%
77
935
$8.15K ﹤0.01%
199
936
$8.11K ﹤0.01%
47
937
$8.06K ﹤0.01%
120
938
$8.03K ﹤0.01%
1,120
939
$7.99K ﹤0.01%
106
940
$7.97K ﹤0.01%
221
941
$7.93K ﹤0.01%
704
942
$7.92K ﹤0.01%
82
-3
943
$7.91K ﹤0.01%
96
944
$7.9K ﹤0.01%
104
945
$7.87K ﹤0.01%
70
946
$7.81K ﹤0.01%
499
+40
947
$7.8K ﹤0.01%
39
948
$7.7K ﹤0.01%
373
+22
949
$7.67K ﹤0.01%
34
+3
950
$7.66K ﹤0.01%
481
36 37
38
39 40