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
1151
$2.73K ﹤0.01%
567
1152
$2.69K ﹤0.01%
95
1153
$2.65K ﹤0.01%
29
1154
$2.64K ﹤0.01%
64
1155
$2.62K ﹤0.01%
23
+2
1156
$2.58K ﹤0.01%
66
1157
$2.58K ﹤0.01%
100
1158
$2.55K ﹤0.01%
196
1159
$2.5K ﹤0.01%
41
1160
$2.48K ﹤0.01%
67
1161
$2.47K ﹤0.01%
375
1162
$2.42K ﹤0.01%
12
1163
$2.41K ﹤0.01%
50
1164
$2.39K ﹤0.01%
19
1165
$2.36K ﹤0.01%
40
1166
$2.34K ﹤0.01%
39
1167
$2.33K ﹤0.01%
69
+20
1168
$2.33K ﹤0.01%
20
1169
$2.33K ﹤0.01%
29
1170
$2.32K ﹤0.01%
13
1171
$2.31K ﹤0.01%
63
1172
$2.31K ﹤0.01%
62
1173
$2.29K ﹤0.01%
83
1174
$2.29K ﹤0.01%
8
1175
$2.27K ﹤0.01%
91
45 46
47
48 49