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
1076
$4.16K ﹤0.01%
57
1077
$4.16K ﹤0.01%
548
1078
$4.16K ﹤0.01%
488
1079
$4.14K ﹤0.01%
165
1080
$4.13K ﹤0.01%
12
+3
1081
$4.09K ﹤0.01%
29
-2
1082
$4.07K ﹤0.01%
188
1083
$4.06K ﹤0.01%
78
1084
$4.05K ﹤0.01%
59
1085
$4.02K ﹤0.01%
16
1086
$4.01K ﹤0.01%
35
1087
$4.01K ﹤0.01%
100
1088
$4.01K ﹤0.01%
400
1089
$3.99K ﹤0.01%
1,516
1090
$3.97K ﹤0.01%
112
1091
$3.95K ﹤0.01%
100
1092
$3.92K ﹤0.01%
84
1093
$3.91K ﹤0.01%
39
-5
1094
$3.9K ﹤0.01%
44
1095
$3.88K ﹤0.01%
99
1096
$3.87K ﹤0.01%
100
1097
$3.86K ﹤0.01%
45
1098
$3.85K ﹤0.01%
46
1099
$3.84K ﹤0.01%
42
-53
1100
$3.81K ﹤0.01%
325
42 43
44
45 46