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
$97.5M
AUM Growth
-$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1 +$6.58M
2 +$2.5M
3 +$670K
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$484K
5
HD icon
Home Depot
HD
+$461K

Sector Composition

1 Technology 14.09%
2 Healthcare 13.24%
3 Communication Services 10.55%
4 Financials 6.9%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$5K 0.01%
+106
502
$5K 0.01%
+141
503
$5K 0.01%
+400
504
$5K 0.01%
+221
505
$5K 0.01%
+142
506
$5K 0.01%
+1,800
507
$5K 0.01%
+67
508
$5K 0.01%
+343
509
$5K 0.01%
+1,500
510
$5K 0.01%
+222
511
$5K 0.01%
+966
512
$5K 0.01%
+143
513
$5K 0.01%
+219
514
$5K 0.01%
+119
515
$5K 0.01%
+46
516
$5K 0.01%
+1,500
517
$4K ﹤0.01%
+24
518
$4K ﹤0.01%
+300
519
$4K ﹤0.01%
+21
520
$4K ﹤0.01%
+30
521
$4K ﹤0.01%
+284
522
$4K ﹤0.01%
+126
523
$4K ﹤0.01%
+80
524
$4K ﹤0.01%
+328
525
$4K ﹤0.01%
+75