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
$274M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.74%
2 Healthcare 8.19%
3 Financials 4.7%
4 Consumer Staples 4.34%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$34.6K 0.01%
178
452
$34.3K 0.01%
1,569
453
$33.4K 0.01%
680
454
$32.7K 0.01%
837
455
$32.1K 0.01%
345
+300
456
$32.1K 0.01%
435
457
$31.4K 0.01%
800
458
$31.3K 0.01%
326
+300
459
$31K 0.01%
268
460
$30.8K 0.01%
186
461
$30.4K 0.01%
210
462
$30.3K 0.01%
265
463
$30.1K 0.01%
2,000
464
$29.7K 0.01%
1,001
+700
465
$29.5K 0.01%
204
466
$29.5K 0.01%
720
467
$29.3K 0.01%
400
+389
468
$29.3K 0.01%
5,000
469
$29.2K 0.01%
400
470
$28.8K 0.01%
40
471
$28.2K 0.01%
1,225
472
$28.1K 0.01%
114
473
$28K 0.01%
275
474
$27.9K 0.01%
2,439
-26,795
475
$27.8K 0.01%
450