KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Sells

1 +$640K
2 +$466K
3 +$246K
4
GE icon
GE Aerospace
GE
+$209K
5
BIIB icon
Biogen
BIIB
+$116K

Sector Composition

1 Technology 15.48%
2 Healthcare 10.85%
3 Communication Services 7.05%
4 Financials 6.61%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$99K 0.06%
504
227
$99K 0.06%
6,114
228
$98K 0.06%
1,951
229
$98K 0.06%
5,518
230
$98K 0.06%
1,935
231
$95K 0.05%
1,000
232
$95K 0.05%
630
233
$92K 0.05%
773
-450
234
$91K 0.05%
4,079
235
$91K 0.05%
2,521
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236
$90K 0.05%
425
237
$90K 0.05%
1,253
238
$88K 0.05%
+3,520
239
$88K 0.05%
3,597
240
$88K 0.05%
920
241
$88K 0.05%
930
242
$87K 0.05%
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243
$87K 0.05%
700
244
$85K 0.05%
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$85K 0.05%
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$85K 0.05%
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$84K 0.05%
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248
$84K 0.05%
537
249
$83K 0.05%
1,220
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250
$83K 0.05%
3,772