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
451
$26.9K 0.01%
265
452
$26K 0.01%
268
453
$26K 0.01%
204
454
$25.7K 0.01%
1,717
455
$25.2K 0.01%
687
456
$25K 0.01%
197
457
$24.8K 0.01%
312
458
$24.6K 0.01%
114
459
$24.5K 0.01%
299
460
$24.4K 0.01%
680
461
$24.2K 0.01%
362
462
$24.1K 0.01%
388
463
$24.1K 0.01%
1,030
464
$24.1K 0.01%
91
465
$23.9K 0.01%
1,166
466
$23.8K 0.01%
334
467
$23.5K 0.01%
50
468
$23.2K 0.01%
289
469
$23.1K 0.01%
1,225
470
$22.8K 0.01%
82
471
$22.8K 0.01%
40
472
$22.6K 0.01%
5,000
473
$22.6K 0.01%
1,104
474
$22.6K 0.01%
317
475
$22.5K 0.01%
394