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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$60.6K 0.01%
630
+45
427
$60.6K 0.01%
1,214
428
$60.6K 0.01%
1,286
429
$60.6K 0.01%
159
430
$60.2K 0.01%
775
431
$60K 0.01%
640
432
$59.4K 0.01%
943
+678
433
$59.4K 0.01%
72
434
$59.4K 0.01%
1,830
435
$59.1K 0.01%
1,662
436
$58.5K 0.01%
4,736
437
$58.5K 0.01%
+195
438
$58K 0.01%
1,098
439
$57.3K 0.01%
773
440
$57.1K 0.01%
615
441
$56.9K 0.01%
5,479
442
$56.7K 0.01%
324
443
$56.6K 0.01%
72
+35
444
$56.6K 0.01%
38
445
$56.5K 0.01%
280
446
$56.4K 0.01%
800
447
$55.9K 0.01%
1,725
448
$55.9K 0.01%
1,650
449
$55.4K 0.01%
217
450
$55.2K 0.01%
3,846