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
$302M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Sells

1 +$761K
2 +$466K
3 +$409K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$382K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$229K

Sector Composition

1 Technology 14.79%
2 Healthcare 7.71%
3 Financials 4.51%
4 Consumer Discretionary 4.16%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$32.7K 0.01%
435
477
$32.4K 0.01%
654
478
$32.3K 0.01%
450
479
$32K 0.01%
142
480
$32K 0.01%
1,042
+117
481
$31.9K 0.01%
837
482
$31.7K 0.01%
585
483
$31.5K 0.01%
40
+12
484
$31.5K 0.01%
693
+360
485
$31.2K 0.01%
267
+33
486
$30.8K 0.01%
38
+9
487
$30.5K 0.01%
204
488
$29.9K 0.01%
265
489
$29.9K 0.01%
463
490
$29.8K 0.01%
800
491
$29.5K 0.01%
230
+30
492
$29.5K 0.01%
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493
$29.1K 0.01%
275
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$29.1K 0.01%
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495
$29.1K 0.01%
482
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$29.1K 0.01%
392
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$28.8K 0.01%
720
498
$28.6K 0.01%
+451
499
$28.6K 0.01%
1,225
500
$28.5K 0.01%
247
+33