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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$89.5K 0.02%
3,029
377
$89.5K 0.02%
818
+43
378
$89.3K 0.02%
156
+50
379
$89.2K 0.02%
676
380
$88.4K 0.02%
+12,969
381
$88K 0.02%
388
382
$88K 0.02%
884
383
$87.9K 0.02%
4,116
+619
384
$87.8K 0.02%
1,835
385
$87.2K 0.02%
959
+23
386
$86.7K 0.02%
2,846
387
$86K 0.02%
741
388
$85.1K 0.02%
308
+86
389
$83.6K 0.02%
246
390
$83.4K 0.02%
378
+125
391
$83.4K 0.02%
6,700
-136
392
$83.1K 0.02%
800
393
$82.3K 0.02%
185
394
$82K 0.02%
1,513
+91
395
$81.5K 0.02%
3,370
396
$80.3K 0.02%
1,037
397
$80.2K 0.02%
316
398
$79.8K 0.02%
1,539
399
$79.8K 0.02%
2,194
400
$79.1K 0.02%
1,386