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
$201M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$847K
3 +$749K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$712K
5
UNH icon
UnitedHealth
UNH
+$675K

Sector Composition

1 Technology 17.17%
2 Healthcare 9.8%
3 Financials 6.09%
4 Consumer Discretionary 5.53%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$36K 0.02%
1,725
+125
402
$36K 0.02%
800
403
$36K 0.02%
419
404
$36K 0.02%
+395
405
$36K 0.02%
417
406
$36K 0.02%
196
407
$35K 0.02%
1,080
408
$35K 0.02%
2,450
409
$34K 0.02%
1,552
410
$34K 0.02%
675
411
$34K 0.02%
420
412
$34K 0.02%
224
413
$34K 0.02%
85
414
$34K 0.02%
435
415
$34K 0.02%
181
416
$33K 0.02%
2,439
417
$33K 0.02%
482
418
$33K 0.02%
800
419
$32K 0.02%
317
420
$32K 0.02%
85
421
$32K 0.02%
204
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$32K 0.02%
687
423
$31K 0.02%
237
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424
$31K 0.02%
1,225
425
$31K 0.02%
114
+109