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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$71.6K 0.02%
409
+1
402
$71.5K 0.02%
500
403
$71.3K 0.02%
609
+41
404
$71.2K 0.02%
1,572
405
$71.1K 0.02%
999
406
$69.9K 0.02%
495
407
$69K 0.02%
1,420
+700
408
$68.6K 0.02%
+942
409
$68.3K 0.02%
1,037
410
$67.7K 0.02%
859
411
$66.8K 0.02%
2,304
412
$66.3K 0.02%
344
413
$65.6K 0.02%
2,755
+969
414
$65K 0.02%
901
+112
415
$64.9K 0.02%
1,278
-185
416
$64.5K 0.02%
564
+100
417
$64.4K 0.02%
827
418
$62.3K 0.01%
573
419
$62.2K 0.01%
600
420
$62.1K 0.01%
1,594
421
$61.5K 0.01%
493
+6
422
$61.4K 0.01%
4,083
423
$61.2K 0.01%
1,007
+919
424
$61K 0.01%
442
425
$60.9K 0.01%
313
+100