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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$79.3K 0.02%
336
377
$79K 0.02%
1,064
378
$78.8K 0.02%
2,849
379
$78.4K 0.02%
2,343
380
$78.3K 0.02%
735
+500
381
$77.4K 0.02%
1,167
382
$77.2K 0.02%
423
383
$77.1K 0.02%
880
384
$76.9K 0.02%
1,020
385
$75.5K 0.02%
1,650
386
$74.9K 0.02%
2,984
387
$73.6K 0.02%
2,900
388
$73.3K 0.02%
3,463
389
$73.3K 0.02%
931
390
$73.2K 0.02%
+2,815
391
$73.1K 0.02%
1,210
-106
392
$73.1K 0.02%
467
393
$72.9K 0.02%
+4,570
394
$72.9K 0.02%
+2,870
395
$72.8K 0.02%
+4,480
396
$72.6K 0.02%
243
397
$72.6K 0.02%
1,828
398
$72.6K 0.02%
1,274
399
$72.3K 0.02%
1,083
-62
400
$71.6K 0.02%
240