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
$97.5M
AUM Growth
-$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1 +$6.58M
2 +$2.5M
3 +$670K
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$484K
5
HD icon
Home Depot
HD
+$461K

Sector Composition

1 Technology 14.09%
2 Healthcare 13.24%
3 Communication Services 10.55%
4 Financials 6.9%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$9K 0.01%
+293
427
$8K 0.01%
+979
428
$8K 0.01%
+285
429
$8K 0.01%
+71
430
$8K 0.01%
+342
431
$8K 0.01%
+300
432
$8K 0.01%
+156
433
$8K 0.01%
+142
434
$8K 0.01%
+1,539
435
$8K 0.01%
+76
436
$8K 0.01%
+56
437
$8K 0.01%
+220
438
$8K 0.01%
+103
439
$8K 0.01%
+34
440
$8K 0.01%
+62
441
$8K 0.01%
+135
442
$8K 0.01%
+50
443
$8K 0.01%
+255
444
$8K 0.01%
+77
445
$8K 0.01%
+131
446
$8K 0.01%
+233
447
$8K 0.01%
+2,000
448
$7K 0.01%
+320
449
$7K 0.01%
+79
450
$7K 0.01%
+70