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
1101
$3.81K ﹤0.01%
27
1102
$3.74K ﹤0.01%
40
1103
$3.72K ﹤0.01%
550
1104
$3.68K ﹤0.01%
127
1105
$3.67K ﹤0.01%
200
1106
$3.67K ﹤0.01%
38
1107
$3.64K ﹤0.01%
51
+14
1108
$3.64K ﹤0.01%
57
1109
$3.63K ﹤0.01%
69
1110
$3.62K ﹤0.01%
157
1111
$3.62K ﹤0.01%
158
1112
$3.57K ﹤0.01%
40
+22
1113
$3.57K ﹤0.01%
78
1114
$3.53K ﹤0.01%
27
1115
$3.48K ﹤0.01%
36
+6
1116
$3.46K ﹤0.01%
109
1117
$3.44K ﹤0.01%
66
1118
$3.42K ﹤0.01%
141
1119
$3.41K ﹤0.01%
33
1120
$3.33K ﹤0.01%
46
1121
$3.33K ﹤0.01%
69
1122
$3.31K ﹤0.01%
360
1123
$3.29K ﹤0.01%
22
1124
$3.28K ﹤0.01%
17
1125
$3.27K ﹤0.01%
37
43 44
45
46 47