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
1176
$2.24K ﹤0.01%
29
1177
$2.23K ﹤0.01%
44
1178
$2.23K ﹤0.01%
46
1179
$2.21K ﹤0.01%
50
1180
$2.2K ﹤0.01%
22
+1
1181
$2.2K ﹤0.01%
16
1182
$2.16K ﹤0.01%
20
1183
$2.16K ﹤0.01%
100
1184
$2.16K ﹤0.01%
216
1185
$2.13K ﹤0.01%
25
1186
$2.13K ﹤0.01%
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1187
$2.04K ﹤0.01%
17
+7
1188
$2.04K ﹤0.01%
94
1189
$2.01K ﹤0.01%
17
1190
$2K ﹤0.01%
10
1191
$1.98K ﹤0.01%
60
1192
$1.95K ﹤0.01%
142
1193
$1.92K ﹤0.01%
75
1194
$1.92K ﹤0.01%
46
1195
$1.92K ﹤0.01%
30
1196
$1.91K ﹤0.01%
201
1197
$1.91K ﹤0.01%
32
1198
$1.9K ﹤0.01%
18
1199
$1.89K ﹤0.01%
31
1200
$1.89K ﹤0.01%
41
-6
46 47
48
49 50