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
376
$73.7K 0.02%
1,274
377
$73.4K 0.02%
1,572
378
$72K 0.02%
1,214
379
$70.3K 0.02%
344
+17
380
$69.5K 0.02%
1,650
-80
381
$69.3K 0.02%
336
382
$69.3K 0.02%
1,192
383
$68.6K 0.02%
859
384
$68.6K 0.02%
1,190
385
$68.1K 0.02%
1,037
386
$67.4K 0.02%
130
387
$67.2K 0.02%
2,304
388
$67K 0.02%
832
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389
$66.6K 0.02%
568
+5
390
$65.8K 0.02%
408
+1
391
$65.5K 0.02%
1,830
392
$64.8K 0.02%
163
393
$64.5K 0.02%
5,479
394
$64.5K 0.02%
1,286
+1,141
395
$64.3K 0.02%
773
396
$63.8K 0.02%
880
397
$63.2K 0.02%
159
398
$63.1K 0.02%
573
399
$62.6K 0.02%
600
400
$62.4K 0.02%
1,002