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
1276
$950 ﹤0.01%
90
1277
$947 ﹤0.01%
160
1278
$929 ﹤0.01%
4
-2
1279
$928 ﹤0.01%
20
1280
$907 ﹤0.01%
11
1281
$899 ﹤0.01%
56
1282
$880 ﹤0.01%
2
1283
$878 ﹤0.01%
385
1284
$871 ﹤0.01%
10
-4
1285
$866 ﹤0.01%
12
1286
$859 ﹤0.01%
35
1287
$852 ﹤0.01%
16
1288
$848 ﹤0.01%
11
1289
$835 ﹤0.01%
10
1290
$820 ﹤0.01%
8
1291
$814 ﹤0.01%
13
1292
$806 ﹤0.01%
24
-3
1293
$805 ﹤0.01%
13
1294
$795 ﹤0.01%
+18
1295
$773 ﹤0.01%
21
1296
$771 ﹤0.01%
100
1297
$753 ﹤0.01%
+10
1298
$744 ﹤0.01%
17
1299
$740 ﹤0.01%
59
1300
$738 ﹤0.01%
21
50 51
52
53 54