KFI
Key Financial Inc Portfolio holdings
AUM
$497M
1-Year Return
13.15%
This Quarter Return
-1.39%
1 Year Return
+13.15%
3 Year Return
+47.67%
5 Year Return
+84.09%
10 Year Return
–
AUM
$177M
AUM Growth
-$2.23M
(-1.2%)
Cap. Flow
+$1.33M
Cap. Flow
% of AUM
0.75%
Top 10 Holdings %
Top 10 Hldgs %
33.61%
Holding
964
New
74
Increased
127
Reduced
58
Closed
16
Top Buys
Top Sells
| 1 |
iShares Global Tech ETF
IXN
|
+$640K |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$466K |
| 3 |
NVIDIA
NVDA
|
+$246K |
| 4 |
GE Aerospace
GE
|
+$209K |
| 5 |
Biogen
BIIB
|
+$116K |
Sector Composition
| 1 | Technology | 15.48% |
| 2 | Healthcare | 10.85% |
| 3 | Communication Services | 7.05% |
| 4 | Financials | 6.61% |
| 5 | Consumer Discretionary | 5.36% |
