KFI

Key Financial Inc Portfolio holdings

AUM $460M
AUM
$460M
AUM Growth
+$19.6M
Cap. Flow
+$27.1M
Cap. Flow %
5.9%
Top 10 Hldgs %
29.35%
Holding
1,417
New
36
Increased
189
Reduced
121
Closed
34
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$186K0.04%720
+92
+15%
+$23.8K
$186K0.04%4,850 New
+$186K
$185K0.04%2,438
$184K0.04%273
$182K0.04%1,524
+41
+3%
+$4.91K
$180K0.04%3,007
-8
-0.3%
-$480
$180K0.04%9,459
$176K0.04%1,784
+21
+1%
+$2.08K
$176K0.04%1,070
+115
+12%
+$18.9K
$174K0.04%1,583
$174K0.04%838
$173K0.04%1,493
$172K0.04%1,842
$169K0.04%1,800
$168K0.04%1,794
+111
+7%
+$10.4K
$168K0.04%2,312
$167K0.04%7,356
-82
-1%
-$1.86K
$166K0.04%36
$166K0.04%2,785
$158K0.03%296
-10
-3%
-$5.34K
$157K0.03%533
$156K0.03%1,158
$155K0.03%846
+3
+0.4%
+$551
$153K0.03%2,411
$152K0.03%4,939