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
976
$6.6K ﹤0.01%
+79
977
$6.59K ﹤0.01%
180
978
$6.56K ﹤0.01%
25
979
$6.56K ﹤0.01%
291
980
$6.5K ﹤0.01%
684
981
$6.49K ﹤0.01%
300
982
$6.48K ﹤0.01%
500
983
$6.43K ﹤0.01%
350
984
$6.39K ﹤0.01%
100
985
$6.35K ﹤0.01%
63
986
$6.33K ﹤0.01%
180
987
$6.33K ﹤0.01%
11
988
$6.32K ﹤0.01%
708
989
$6.31K ﹤0.01%
57
990
$6.25K ﹤0.01%
49
+13
991
$6.24K ﹤0.01%
27
992
$6.22K ﹤0.01%
184
993
$6.21K ﹤0.01%
45
994
$6.21K ﹤0.01%
608
995
$6.18K ﹤0.01%
150
996
$6.15K ﹤0.01%
110
997
$6.1K ﹤0.01%
97
998
$6.08K ﹤0.01%
60
999
$6.04K ﹤0.01%
169
1000
$6.01K ﹤0.01%
12
38 39
40
41 42