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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$68.8K 0.02%
999
427
$68.7K 0.02%
1,830
428
$68.4K 0.02%
802
+29
429
$66.6K 0.02%
290
-63
430
$66.1K 0.02%
640
431
$65.2K 0.01%
347
+3
432
$64.4K 0.01%
1,226
433
$64.3K 0.01%
573
434
$64.2K 0.01%
719
+60
435
$63.5K 0.01%
606
436
$62.8K 0.01%
344
437
$62.7K 0.01%
1,025
438
$62.5K 0.01%
384
+48
439
$62.2K 0.01%
1,231
440
$62.1K 0.01%
406
441
$62K 0.01%
1,098
442
$61.3K 0.01%
327
443
$61.1K 0.01%
241
444
$60.5K 0.01%
966
+64
445
$60.3K 0.01%
1,720
+20
446
$60.2K 0.01%
2,000
447
$59.6K 0.01%
2,778
448
$59.3K 0.01%
450
449
$59.2K 0.01%
839
450
$58.8K 0.01%
635