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
1051
$4.75K ﹤0.01%
112
-35
1052
$4.75K ﹤0.01%
63
1053
$4.73K ﹤0.01%
135
1054
$4.73K ﹤0.01%
218
1055
$4.67K ﹤0.01%
64
1056
$4.66K ﹤0.01%
34
1057
$4.59K ﹤0.01%
76
1058
$4.58K ﹤0.01%
99
1059
$4.55K ﹤0.01%
152
1060
$4.51K ﹤0.01%
120
1061
$4.5K ﹤0.01%
283
1062
$4.5K ﹤0.01%
50
1063
$4.48K ﹤0.01%
202
1064
$4.44K ﹤0.01%
31
+3
1065
$4.43K ﹤0.01%
89
1066
$4.37K ﹤0.01%
75
1067
$4.37K ﹤0.01%
36
1068
$4.34K ﹤0.01%
41
1069
$4.34K ﹤0.01%
7
+2
1070
$4.33K ﹤0.01%
93
1071
$4.3K ﹤0.01%
22
1072
$4.29K ﹤0.01%
35
-2
1073
$4.23K ﹤0.01%
340
1074
$4.2K ﹤0.01%
204
1075
$4.16K ﹤0.01%
312
41 42
43
44 45