KFI
Key Financial Inc Portfolio holdings
AUM
$497M
1-Year Return
13.15%
This Quarter Return
-13.33%
1 Year Return
+13.15%
3 Year Return
+47.67%
5 Year Return
+84.09%
10 Year Return
–
AUM
$185M
AUM Growth
-$16.5M
(-8.2%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
5.46%
Top 10 Holdings %
Top 10 Hldgs %
33.73%
Holding
1,188
New
70
Increased
178
Reduced
79
Closed
35
Top Buys
Top Sells
| 1 |
Corning
GLW
|
+$385K |
| 2 |
Johnson & Johnson
JNJ
|
+$352K |
| 3 |
D.R. Horton
DHI
|
+$334K |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$286K |
| 5 |
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
|
+$205K |
Sector Composition
| 1 | Technology | 15.14% |
| 2 | Healthcare | 10.22% |
| 3 | Financials | 5.85% |
| 4 | Consumer Discretionary | 4.66% |
| 5 | Communication Services | 4.5% |
