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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$51.5K 0.01%
978
477
$51.4K 0.01%
688
+65
478
$51.3K 0.01%
568
479
$50.9K 0.01%
442
480
$49.5K 0.01%
1,860
+74
481
$49.4K 0.01%
4,083
482
$49.3K 0.01%
989
483
$49.3K 0.01%
105
+32
484
$48.5K 0.01%
943
+16
485
$48.3K 0.01%
709
486
$48.3K 0.01%
731
-6
487
$48.1K 0.01%
636
488
$47.7K 0.01%
2,434
+44
489
$46.6K 0.01%
463
490
$46.6K 0.01%
943
491
$46.5K 0.01%
450
492
$46.2K 0.01%
391
493
$46.1K 0.01%
200
494
$45.4K 0.01%
72
495
$44.5K 0.01%
42
+3
496
$44.2K 0.01%
1,068
497
$44.1K 0.01%
396
+40
498
$44.1K 0.01%
552
499
$43.9K 0.01%
255
500
$43.9K 0.01%
470