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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$78.2K 0.02%
734
-1
402
$76.7K 0.02%
1,064
403
$76.2K 0.02%
2,361
404
$75.7K 0.02%
900
405
$75.7K 0.02%
38
406
$75.6K 0.02%
1,400
+126
407
$75.1K 0.02%
935
+274
408
$74.1K 0.02%
423
-6
409
$73.9K 0.02%
7,463
410
$73.8K 0.02%
1,572
411
$73.7K 0.02%
2,870
412
$73.6K 0.02%
691
413
$73.3K 0.02%
4,570
414
$73.3K 0.02%
4,480
415
$73.3K 0.02%
2,815
416
$73K 0.02%
616
-9
417
$72.9K 0.02%
933
418
$72.3K 0.02%
725
+350
419
$71.5K 0.02%
254
+59
420
$71.4K 0.02%
1,684
421
$70.8K 0.02%
400
422
$69.4K 0.02%
1,286
423
$69.1K 0.02%
664
+181
424
$69K 0.02%
1,295
+638
425
$68.9K 0.02%
1,085
+1