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
1201
$1.86K ﹤0.01%
63
1202
$1.84K ﹤0.01%
97
1203
$1.83K ﹤0.01%
20
1204
$1.81K ﹤0.01%
32
+12
1205
$1.79K ﹤0.01%
70
1206
$1.77K ﹤0.01%
150
1207
$1.76K ﹤0.01%
19
1208
$1.75K ﹤0.01%
74
1209
$1.69K ﹤0.01%
30
1210
$1.69K ﹤0.01%
41
1211
$1.68K ﹤0.01%
37
1212
$1.68K ﹤0.01%
3
1213
$1.66K ﹤0.01%
12
-3
1214
$1.64K ﹤0.01%
59
1215
$1.64K ﹤0.01%
16
-4
1216
$1.61K ﹤0.01%
39
1217
$1.6K ﹤0.01%
161
1218
$1.6K ﹤0.01%
18
1219
$1.59K ﹤0.01%
55
1220
$1.57K ﹤0.01%
22
-2
1221
$1.57K ﹤0.01%
25
1222
$1.56K ﹤0.01%
64
1223
$1.55K ﹤0.01%
34
1224
$1.55K ﹤0.01%
18
+11
1225
$1.53K ﹤0.01%
20
47 48
49
50 51