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
$452M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Sells

1 +$461K
2 +$384K
3 +$357K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$246K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Technology 13.38%
2 Healthcare 5.5%
3 Financials 4.61%
4 Consumer Discretionary 3.5%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$51.3K 0.01%
537
477
$50K 0.01%
980
478
$49.9K 0.01%
989
479
$49.8K 0.01%
5,494
480
$49.8K 0.01%
927
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481
$49.7K 0.01%
450
482
$48.6K 0.01%
943
483
$48.2K 0.01%
488
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484
$48.2K 0.01%
623
485
$48.1K 0.01%
552
486
$47.8K 0.01%
709
+172
487
$47.7K 0.01%
483
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488
$47.1K 0.01%
1,000
489
$46.8K 0.01%
2,000
490
$46.6K 0.01%
1,786
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$46.2K 0.01%
910
492
$46K 0.01%
460
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$45.3K 0.01%
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$44.9K 0.01%
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495
$44.8K 0.01%
543
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$44.7K 0.01%
695
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$44.3K 0.01%
746
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$44.1K 0.01%
470
499
$43.6K 0.01%
837
500
$43.1K 0.01%
255
+8