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
1251
$1.16K ﹤0.01%
4
1252
$1.15K ﹤0.01%
7
1253
$1.15K ﹤0.01%
29
1254
$1.14K ﹤0.01%
17
1255
$1.13K ﹤0.01%
+44
1256
$1.12K ﹤0.01%
20
1257
$1.1K ﹤0.01%
94
1258
$1.1K ﹤0.01%
31
1259
$1.09K ﹤0.01%
9
1260
$1.09K ﹤0.01%
12
1261
$1.08K ﹤0.01%
68
+20
1262
$1.06K ﹤0.01%
15
1263
$1.06K ﹤0.01%
80
-1,551
1264
$1.05K ﹤0.01%
8
-4
1265
$1.04K ﹤0.01%
68
1266
$1.03K ﹤0.01%
91
-401
1267
$1.03K ﹤0.01%
24
1268
$1.02K ﹤0.01%
300
1269
$1.01K ﹤0.01%
+4
1270
$988 ﹤0.01%
21
1271
$976 ﹤0.01%
200
1272
$960 ﹤0.01%
89
1273
$959 ﹤0.01%
13
1274
$956 ﹤0.01%
+34
1275
$956 ﹤0.01%
50
49 50
51
52 53