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
1351
$416 ﹤0.01%
25
1352
$415 ﹤0.01%
187
1353
$411 ﹤0.01%
7
1354
$404 ﹤0.01%
30
1355
$402 ﹤0.01%
+3
1356
$389 ﹤0.01%
100
1357
$368 ﹤0.01%
17
1358
$367 ﹤0.01%
12
1359
$362 ﹤0.01%
+47
1360
$358 ﹤0.01%
3
1361
$351 ﹤0.01%
10
1362
$350 ﹤0.01%
+9
1363
$346 ﹤0.01%
+2
1364
$342 ﹤0.01%
11
1365
$342 ﹤0.01%
+10
1366
$332 ﹤0.01%
12
1367
$326 ﹤0.01%
+42
1368
$323 ﹤0.01%
+2
1369
$309 ﹤0.01%
12
1370
$303 ﹤0.01%
2
1371
$301 ﹤0.01%
3
1372
$301 ﹤0.01%
+3
1373
$298 ﹤0.01%
1
1374
$295 ﹤0.01%
24
1375
$292 ﹤0.01%
20
53 54
55
56 57