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
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$84.6K 0.02%
1,140
352
$83.6K 0.02%
900
353
$83.4K 0.02%
240
354
$83.1K 0.02%
2,846
355
$82.9K 0.02%
1,064
356
$82.7K 0.02%
1,316
357
$81.7K 0.02%
1,828
358
$81.5K 0.02%
446
359
$81.1K 0.02%
931
360
$80.9K 0.02%
495
361
$80.6K 0.02%
378
362
$79.6K 0.02%
467
363
$79.6K 0.02%
1,986
364
$78.5K 0.02%
450
365
$78.4K 0.02%
2,849
-59
366
$77.9K 0.02%
2,645
367
$77.8K 0.02%
423
-21
368
$77.2K 0.02%
860
369
$77.1K 0.02%
1,145
+1
370
$76.3K 0.02%
2,278
371
$75.4K 0.02%
2,984
372
$75.2K 0.02%
2,900
373
$75.2K 0.02%
827
374
$74.2K 0.02%
1,463
375
$73.8K 0.02%
999