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
$212M
AUM Growth
-$994K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$411K
2 +$372K
3 +$130K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$65K
5
CTXS
Citrix Systems Inc
CTXS
+$8K

Sector Composition

1 Technology 13.94%
2 Healthcare 10.09%
3 Financials 5.25%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$33.4K 0.02%
1,205
427
$33.2K 0.02%
854
428
$32.4K 0.02%
178
429
$32.4K 0.02%
740
430
$31.9K 0.02%
800
431
$31.3K 0.01%
364
432
$30.6K 0.01%
1,569
433
$30.1K 0.01%
211
434
$29.5K 0.01%
1,000
435
$29.5K 0.01%
199
436
$29.2K 0.01%
1,200
437
$29.1K 0.01%
196
438
$29K 0.01%
3,265
439
$28.6K 0.01%
279
440
$28.4K 0.01%
1,552
441
$28.2K 0.01%
210
442
$27.8K 0.01%
365
443
$27.6K 0.01%
837
444
$27.6K 0.01%
186
445
$27.6K 0.01%
628
446
$27.6K 0.01%
258
447
$27.3K 0.01%
925
448
$27.2K 0.01%
460
449
$27.2K 0.01%
1,080
450
$27K 0.01%
435