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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$49.6K 0.01%
482
+1
477
$49.3K 0.01%
989
478
$49.1K 0.01%
299
479
$48.5K 0.01%
1,000
480
$47.4K 0.01%
1,002
481
$47.3K 0.01%
537
482
$46.8K 0.01%
159
483
$46.1K 0.01%
980
484
$45.9K 0.01%
910
-800
485
$45.2K 0.01%
100
486
$44.7K 0.01%
420
487
$44.3K 0.01%
1,846
488
$44.3K 0.01%
1,068
489
$44K 0.01%
250
490
$43.1K 0.01%
1,573
491
$42.1K 0.01%
330
492
$41.1K 0.01%
460
493
$40.2K 0.01%
340
494
$40K 0.01%
695
495
$39.9K 0.01%
107
-15
496
$39.8K 0.01%
+470
497
$39.8K 0.01%
709
498
$39.7K 0.01%
746
499
$39.7K 0.01%
450
500
$39.6K 0.01%
552