KFI
Key Financial Inc Portfolio holdings
AUM
$497M
1-Year Return
13.15%
This Quarter Return
+9.48%
1 Year Return
+13.15%
3 Year Return
+47.67%
5 Year Return
+84.09%
10 Year Return
–
AUM
$212M
AUM Growth
-$994K
(-0.47%)
Cap. Flow
-$995K
Cap. Flow
% of AUM
-0.47%
Top 10 Holdings %
Top 10 Hldgs %
32.99%
Holding
1,183
New
–
Increased
–
Reduced
1
Closed
11
Top Buys
No buys this quarter
Top Sells
Sector Composition
| 1 | Technology | 13.94% |
| 2 | Healthcare | 10.09% |
| 3 | Financials | 5.25% |
| 4 | Consumer Staples | 4.97% |
| 5 | Consumer Discretionary | 4.75% |
