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
$302M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Sells

1 +$761K
2 +$466K
3 +$409K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$382K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$229K

Sector Composition

1 Technology 14.79%
2 Healthcare 7.71%
3 Financials 4.51%
4 Consumer Discretionary 4.16%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$53.1K 0.02%
672
402
$52.9K 0.02%
357
+41
403
$51.4K 0.02%
494
404
$51.2K 0.02%
347
+26
405
$51.2K 0.02%
615
406
$50.7K 0.02%
351
+52
407
$50.5K 0.02%
1,190
+190
408
$49.9K 0.02%
623
409
$49.7K 0.02%
2,000
410
$49.3K 0.02%
517
+68
411
$49.2K 0.02%
1,046
412
$48.9K 0.02%
554
+41
413
$47.4K 0.02%
1,008
+268
414
$47K 0.02%
261
+48
415
$47K 0.02%
388
+48
416
$47K 0.02%
2,111
417
$46.7K 0.02%
451
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$46.7K 0.02%
700
419
$46.5K 0.02%
1,729
+739
420
$46.4K 0.02%
323
421
$45.6K 0.02%
969
+115
422
$45.6K 0.02%
910
-2,980
423
$45.5K 0.02%
+1,631
424
$45.3K 0.02%
640
425
$44.9K 0.01%
695