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
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$62K 0.02%
231
402
$61.4K 0.02%
3,463
403
$61.4K 0.02%
146
404
$61.2K 0.02%
4,083
405
$60.7K 0.02%
227
406
$60.1K 0.02%
1,662
407
$59.6K 0.02%
481
+14
408
$59.2K 0.02%
1,098
409
$59.2K 0.02%
487
410
$59.1K 0.02%
464
411
$58.7K 0.02%
1,725
412
$58.4K 0.01%
615
413
$58.1K 0.01%
585
414
$57.6K 0.01%
1,008
415
$56.7K 0.01%
536
-719
416
$56.5K 0.01%
4,736
417
$56.2K 0.01%
217
418
$55.6K 0.01%
324
419
$55.5K 0.01%
640
420
$55K 0.01%
1,594
-2,000
421
$54.9K 0.01%
+1,650
422
$54.6K 0.01%
280
+215
423
$54.4K 0.01%
969
424
$54.3K 0.01%
962
425
$54.3K 0.01%
3,450
+50