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
1426
$97 ﹤0.01%
16
1427
$94 ﹤0.01%
2
1428
$94 ﹤0.01%
1
1429
$92 ﹤0.01%
16
1430
$92 ﹤0.01%
10
1431
$92 ﹤0.01%
1
1432
$87 ﹤0.01%
2
1433
$77 ﹤0.01%
5
1434
$76 ﹤0.01%
9
1435
$70 ﹤0.01%
+9
1436
$64 ﹤0.01%
50
1437
$62 ﹤0.01%
2
1438
$60 ﹤0.01%
6
1439
$60 ﹤0.01%
24
1440
$59 ﹤0.01%
4
1441
$51 ﹤0.01%
6
1442
$50 ﹤0.01%
6
1443
$50 ﹤0.01%
36
1444
$47 ﹤0.01%
27
1445
$43 ﹤0.01%
3
1446
$38 ﹤0.01%
3
1447
$33 ﹤0.01%
14
1448
$33 ﹤0.01%
16
1449
$25 ﹤0.01%
2
1450
$23 ﹤0.01%
10
56 57
58
59 60