KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
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 +$6.58M
2 +$2.5M
3 +$670K
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$484K
5
HD icon
Home Depot
HD
+$461K

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%
+173
402
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+1,379
403
$10K 0.01%
+72
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$10K 0.01%
+400
405
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+378
406
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407
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408
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409
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+101
410
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+896
411
$10K 0.01%
+178
412
$9K 0.01%
5,326
-5,130
413
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414
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415
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416
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425
$9K 0.01%
+212