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
1326
$554 ﹤0.01%
16
1327
$550 ﹤0.01%
2
-1
1328
$546 ﹤0.01%
3
1329
$536 ﹤0.01%
37
1330
$523 ﹤0.01%
25
1331
$513 ﹤0.01%
15
1332
$510 ﹤0.01%
20
1333
$507 ﹤0.01%
17
1334
$506 ﹤0.01%
5
1335
$503 ﹤0.01%
31
1336
$503 ﹤0.01%
100
1337
$500 ﹤0.01%
60
1338
$498 ﹤0.01%
66
1339
$494 ﹤0.01%
9
1340
$493 ﹤0.01%
9
1341
$487 ﹤0.01%
3
1342
$485 ﹤0.01%
16
1343
$483 ﹤0.01%
7
1344
$466 ﹤0.01%
13
1345
$465 ﹤0.01%
42
1346
$461 ﹤0.01%
5
1347
$455 ﹤0.01%
6
1348
$455 ﹤0.01%
71
1349
$454 ﹤0.01%
8
1350
$416 ﹤0.01%
5
52 53
54
55 56