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
476
$39.7K 0.01%
1,569
477
$39.7K 0.01%
1,420
+175
478
$39.6K 0.01%
463
479
$39K 0.01%
552
480
$38.8K 0.01%
142
481
$38.7K 0.01%
247
482
$38.2K 0.01%
460
-200
483
$38K 0.01%
46
484
$37.7K 0.01%
1,591
-300
485
$37.1K 0.01%
213
486
$36.9K 0.01%
629
487
$36.9K 0.01%
38
488
$36.9K 0.01%
837
489
$35.9K 0.01%
1,002
490
$35.9K 0.01%
350
491
$35.9K 0.01%
450
492
$35.7K 0.01%
623
493
$35.6K 0.01%
35
-5
494
$35.5K 0.01%
435
495
$35.1K 0.01%
60
496
$34.9K 0.01%
73
497
$34.3K 0.01%
450
+340
498
$34.3K 0.01%
450
499
$34.2K 0.01%
800
500
$34K 0.01%
883
+600