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
$212M
AUM Growth
-$994K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$411K
2 +$372K
3 +$130K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$65K
5
CTXS
Citrix Systems Inc
CTXS
+$8K

Sector Composition

1 Technology 13.94%
2 Healthcare 10.09%
3 Financials 5.25%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$37.9K 0.02%
800
402
$37.9K 0.02%
570
403
$37.3K 0.02%
991
404
$37.2K 0.02%
700
405
$37.1K 0.02%
166
406
$36.7K 0.02%
340
407
$36.6K 0.02%
88
408
$36.2K 0.02%
449
409
$35.7K 0.02%
208
410
$35.6K 0.02%
1,629
411
$35.6K 0.02%
445
412
$35.5K 0.02%
598
413
$35.2K 0.02%
1,083
414
$35K 0.02%
1,083
415
$34.4K 0.02%
323
416
$34.3K 0.02%
885
417
$34.1K 0.02%
85
418
$34.1K 0.02%
746
419
$34K 0.02%
195
420
$33.9K 0.02%
711
421
$33.6K 0.02%
800
422
$33.6K 0.02%
31
423
$33.5K 0.02%
2,450
424
$33.5K 0.02%
196
425
$33.5K 0.02%
1,000