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
476
$27.7K 0.01%
654
477
$27.7K 0.01%
481
+52
478
$27.7K 0.01%
279
479
$27.6K 0.01%
364
480
$27.2K 0.01%
870
-210
481
$27.1K 0.01%
388
482
$27.1K 0.01%
687
483
$27K 0.01%
362
484
$26.9K 0.01%
208
-1,037
485
$26.9K 0.01%
+990
486
$26.6K 0.01%
400
487
$26.4K 0.01%
+285
488
$26.4K 0.01%
1,104
489
$26.4K 0.01%
317
490
$26.3K 0.01%
79
491
$26.2K 0.01%
624
492
$26K 0.01%
289
493
$25.9K 0.01%
38
-50
494
$25.6K 0.01%
463
495
$25.4K 0.01%
925
496
$25.3K 0.01%
1,166
497
$25.3K 0.01%
460
498
$25.2K 0.01%
334
499
$25.1K 0.01%
1,717
500
$25.1K 0.01%
729