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
1026
$5.39K ﹤0.01%
28
1027
$5.31K ﹤0.01%
120
1028
$5.31K ﹤0.01%
61
1029
$5.31K ﹤0.01%
194
1030
$5.29K ﹤0.01%
33
1031
$5.27K ﹤0.01%
249
1032
$5.23K ﹤0.01%
185
1033
$5.16K ﹤0.01%
83
1034
$5.13K ﹤0.01%
+29
1035
$5.1K ﹤0.01%
+137
1036
$5.07K ﹤0.01%
+150
1037
$5.02K ﹤0.01%
47
+33
1038
$5.01K ﹤0.01%
142
1039
$5.01K ﹤0.01%
489
1040
$5.01K ﹤0.01%
64
1041
$4.99K ﹤0.01%
20
1042
$4.99K ﹤0.01%
117
1043
$4.96K ﹤0.01%
2,000
1044
$4.95K ﹤0.01%
359
-3
1045
$4.93K ﹤0.01%
67
1046
$4.88K ﹤0.01%
19
1047
$4.84K ﹤0.01%
250
1048
$4.8K ﹤0.01%
15
1049
$4.78K ﹤0.01%
99
1050
$4.76K ﹤0.01%
421
40 41
42
43 44