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
1376
$286 ﹤0.01%
1
1377
$284 ﹤0.01%
13
1378
$278 ﹤0.01%
+2
1379
$275 ﹤0.01%
9
1380
$274 ﹤0.01%
+2
1381
$272 ﹤0.01%
+3
1382
$271 ﹤0.01%
+15
1383
$268 ﹤0.01%
+8
1384
$266 ﹤0.01%
75
1385
$265 ﹤0.01%
18
1386
$264 ﹤0.01%
+2
1387
$260 ﹤0.01%
6
1388
$258 ﹤0.01%
+2
1389
$254 ﹤0.01%
6
1390
$252 ﹤0.01%
+1
1391
$250 ﹤0.01%
3
-4
1392
$231 ﹤0.01%
+6
1393
$225 ﹤0.01%
+1
1394
$208 ﹤0.01%
11
1395
$207 ﹤0.01%
2
-8
1396
$203 ﹤0.01%
16
1397
$203 ﹤0.01%
+1
1398
$200 ﹤0.01%
75
1399
$195 ﹤0.01%
18
1400
$189 ﹤0.01%
+9
54 55
56
57 58