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
$452M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Sells

1 +$461K
2 +$384K
3 +$357K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$246K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Technology 13.38%
2 Healthcare 5.5%
3 Financials 4.61%
4 Consumer Discretionary 3.5%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$67.3K 0.01%
1,422
427
$67.1K 0.01%
2,304
428
$66.7K 0.01%
227
429
$66.3K 0.01%
773
430
$66.3K 0.01%
943
431
$66K 0.01%
635
+5
432
$65.9K 0.01%
243
433
$65.5K 0.01%
1,133
+410
434
$65.1K 0.01%
495
435
$65K 0.01%
548
+7
436
$64.8K 0.01%
493
437
$64.7K 0.01%
1,098
438
$64.1K 0.01%
4,736
439
$64K 0.01%
222
+5
440
$64K 0.01%
1,226
+12
441
$63.6K 0.01%
1,594
442
$63.5K 0.01%
159
443
$63.5K 0.01%
606
+6
444
$63.2K 0.01%
241
+10
445
$62.3K 0.01%
400
446
$62.3K 0.01%
159
447
$61.8K 0.01%
640
448
$61.2K 0.01%
454
-13
449
$60.8K 0.01%
845
450
$60.7K 0.01%
577
+13