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
1301
$734 ﹤0.01%
6
1302
$724 ﹤0.01%
31
1303
$716 ﹤0.01%
+14
1304
$713 ﹤0.01%
14
-70
1305
$704 ﹤0.01%
+1
1306
$700 ﹤0.01%
+4
1307
$698 ﹤0.01%
18
1308
$691 ﹤0.01%
59
1309
$690 ﹤0.01%
53
1310
$687 ﹤0.01%
5
1311
$659 ﹤0.01%
6
1312
$655 ﹤0.01%
33
1313
$651 ﹤0.01%
15
1314
$650 ﹤0.01%
+8
1315
$647 ﹤0.01%
130
1316
$638 ﹤0.01%
5
1317
$616 ﹤0.01%
6
1318
$615 ﹤0.01%
100
1319
$606 ﹤0.01%
+22
1320
$603 ﹤0.01%
7
+2
1321
$603 ﹤0.01%
+29
1322
$585 ﹤0.01%
11
1323
$574 ﹤0.01%
10
1324
$560 ﹤0.01%
50
1325
$554 ﹤0.01%
4
-4
51 52
53
54 55