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
$452M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Sells

1 +$461K
2 +$384K
3 +$357K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$246K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Technology 13.38%
2 Healthcare 5.5%
3 Financials 4.61%
4 Consumer Discretionary 3.5%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$75.9K 0.02%
4,480
402
$75.8K 0.02%
1,700
403
$75.7K 0.02%
2,870
404
$75.7K 0.02%
625
+16
405
$75.7K 0.02%
2,815
406
$75.6K 0.02%
766
+151
407
$73.9K 0.02%
38
408
$73.8K 0.02%
410
+1
409
$73.5K 0.02%
1,231
+21
410
$73K 0.02%
2,794
-190
411
$72.7K 0.02%
344
412
$72.3K 0.02%
859
413
$72.2K 0.02%
146
+132
414
$71.8K 0.02%
1,439
+19
415
$71.6K 0.02%
1,106
+99
416
$71.5K 0.02%
3,497
+34
417
$70.8K 0.02%
344
+20
418
$68.5K 0.02%
1,684
+22
419
$68.2K 0.02%
800
420
$67.9K 0.02%
450
421
$67.9K 0.02%
1,830
422
$67.9K 0.02%
336
423
$67.8K 0.02%
1,286
424
$67.5K 0.01%
327
+14
425
$67.4K 0.01%
573