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
1226
$1.5K ﹤0.01%
54
1227
$1.49K ﹤0.01%
24
1228
$1.48K ﹤0.01%
64
1229
$1.46K ﹤0.01%
228
1230
$1.46K ﹤0.01%
25
1231
$1.46K ﹤0.01%
108
1232
$1.41K ﹤0.01%
+23
1233
$1.41K ﹤0.01%
51
1234
$1.36K ﹤0.01%
46
1235
$1.36K ﹤0.01%
261
1236
$1.36K ﹤0.01%
60
1237
$1.36K ﹤0.01%
44
1238
$1.35K ﹤0.01%
+15
1239
$1.35K ﹤0.01%
17
1240
$1.31K ﹤0.01%
31
-180
1241
$1.27K ﹤0.01%
7
1242
$1.26K ﹤0.01%
59
1243
$1.25K ﹤0.01%
19
1244
$1.24K ﹤0.01%
22
-1
1245
$1.24K ﹤0.01%
23
1246
$1.22K ﹤0.01%
159
1247
$1.21K ﹤0.01%
3
+1
1248
$1.21K ﹤0.01%
18
1249
$1.2K ﹤0.01%
419
1250
$1.2K ﹤0.01%
17
48 49
50
51 52