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
476
$22.4K 0.01%
142
477
$22.4K 0.01%
950
478
$22.3K 0.01%
46
479
$22.1K 0.01%
275
480
$22.1K 0.01%
1,080
481
$21.7K 0.01%
460
482
$21.6K 0.01%
1,160
483
$21.4K 0.01%
924
484
$21.3K 0.01%
429
485
$21.3K 0.01%
1,524
486
$21.3K 0.01%
234
487
$21.3K 0.01%
430
488
$21.2K 0.01%
338
489
$21.1K 0.01%
134
490
$20.5K 0.01%
1,725
491
$20.2K 0.01%
654
492
$20.2K 0.01%
524
493
$20.1K 0.01%
450
494
$20K 0.01%
585
495
$20K 0.01%
991
496
$19.7K 0.01%
156
497
$19.7K 0.01%
720
498
$19.7K 0.01%
400
499
$19.4K 0.01%
521
500
$19.3K 0.01%
815