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
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$44.9K 0.01%
1,846
452
$44.8K 0.01%
340
453
$44.2K 0.01%
980
454
$44.2K 0.01%
1,786
455
$44.2K 0.01%
645
456
$44.1K 0.01%
2,148
457
$43.7K 0.01%
5,494
458
$43.7K 0.01%
1,068
459
$43.5K 0.01%
330
460
$43.3K 0.01%
1,573
461
$42.6K 0.01%
2,778
462
$42.6K 0.01%
695
463
$42.2K 0.01%
728
464
$42.1K 0.01%
122
+1
465
$42K 0.01%
212
466
$41.8K 0.01%
100
-38
467
$41.5K 0.01%
709
+1
468
$41.4K 0.01%
329
469
$40.8K 0.01%
420
470
$40.8K 0.01%
250
471
$40.8K 0.01%
162
472
$40.7K 0.01%
746
473
$40.4K 0.01%
+356
474
$40.2K 0.01%
543
475
$40K 0.01%
391