KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.5M
AUM Growth
-$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1 +$7.91M
2 +$3.47M
3 +$735K
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$625K
5
HD icon
Home Depot
HD
+$515K

Sector Composition

1 Technology 14.09%
2 Healthcare 13.24%
3 Communication Services 10.55%
4 Financials 6.9%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10K 0.01%
+72
402
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+400
403
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404
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+118
405
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406
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407
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408
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+896
409
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+178
410
$10K 0.01%
+102
411
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+68
412
$9K 0.01%
5,326
-5,130
413
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+400
414
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415
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416
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417
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418
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420
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424
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425
$9K 0.01%
+212