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
1126
$3.25K ﹤0.01%
40
1127
$3.24K ﹤0.01%
43
1128
$3.21K ﹤0.01%
100
1129
$3.2K ﹤0.01%
349
1130
$3.14K ﹤0.01%
52
1131
$3.13K ﹤0.01%
180
1132
$3.11K ﹤0.01%
53
1133
$3.11K ﹤0.01%
32
1134
$3.06K ﹤0.01%
68
1135
$3.04K ﹤0.01%
83
1136
$3.01K ﹤0.01%
14
1137
$2.96K ﹤0.01%
90
1138
$2.94K ﹤0.01%
40
1139
$2.9K ﹤0.01%
98
1140
$2.9K ﹤0.01%
30
+5
1141
$2.89K ﹤0.01%
109
1142
$2.88K ﹤0.01%
82
1143
$2.88K ﹤0.01%
120
1144
$2.84K ﹤0.01%
108
-13
1145
$2.83K ﹤0.01%
26
1146
$2.81K ﹤0.01%
119
1147
$2.8K ﹤0.01%
29
+15
1148
$2.8K ﹤0.01%
23
1149
$2.78K ﹤0.01%
39
1150
$2.75K ﹤0.01%
55
44 45
46
47 48