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
1001
$6K ﹤0.01%
69
1002
$5.98K ﹤0.01%
52
1003
$5.96K ﹤0.01%
99
1004
$5.93K ﹤0.01%
141
1005
$5.92K ﹤0.01%
2,020
1006
$5.87K ﹤0.01%
126
1007
$5.86K ﹤0.01%
122
1008
$5.84K ﹤0.01%
+113
1009
$5.77K ﹤0.01%
172
1010
$5.76K ﹤0.01%
46
1011
$5.75K ﹤0.01%
36
1012
$5.71K ﹤0.01%
58
1013
$5.69K ﹤0.01%
60
1014
$5.67K ﹤0.01%
200
1015
$5.64K ﹤0.01%
183
1016
$5.59K ﹤0.01%
28
1017
$5.56K ﹤0.01%
123
1018
$5.52K ﹤0.01%
14
1019
$5.5K ﹤0.01%
139
1020
$5.49K ﹤0.01%
28
1021
$5.46K ﹤0.01%
417
1022
$5.46K ﹤0.01%
133
1023
$5.45K ﹤0.01%
200
1024
$5.44K ﹤0.01%
29
1025
$5.43K ﹤0.01%
200
39 40
41
42 43