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
951
$7.65K ﹤0.01%
47
952
$7.6K ﹤0.01%
237
953
$7.56K ﹤0.01%
135
954
$7.52K ﹤0.01%
149
955
$7.49K ﹤0.01%
89
956
$7.45K ﹤0.01%
580
957
$7.45K ﹤0.01%
63
958
$7.44K ﹤0.01%
133
959
$7.17K ﹤0.01%
255
960
$7.11K ﹤0.01%
156
-18
961
$7.06K ﹤0.01%
124
962
$7.06K ﹤0.01%
83
963
$7.06K ﹤0.01%
50
964
$7.02K ﹤0.01%
184
965
$6.99K ﹤0.01%
334
966
$6.98K ﹤0.01%
64
967
$6.97K ﹤0.01%
31
+2
968
$6.97K ﹤0.01%
68
969
$6.84K ﹤0.01%
194
-243
970
$6.81K ﹤0.01%
211
971
$6.79K ﹤0.01%
106
972
$6.76K ﹤0.01%
61
973
$6.7K ﹤0.01%
91
974
$6.66K ﹤0.01%
250
975
$6.63K ﹤0.01%
83
37 38
39
40 41