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
$179M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Sells

1 +$225K
2 +$202K
3 +$185K
4
NEE icon
NextEra Energy
NEE
+$156K
5
JNJ icon
Johnson & Johnson
JNJ
+$113K

Sector Composition

1 Technology 15.7%
2 Healthcare 11.12%
3 Communication Services 7.24%
4 Financials 6.48%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$16K 0.01%
+156
502
$16K 0.01%
118
503
$15K 0.01%
262
504
$15K 0.01%
+624
505
$15K 0.01%
300
506
$15K 0.01%
156
507
$15K 0.01%
+29
508
$15K 0.01%
405
509
$15K 0.01%
+10
510
$15K 0.01%
+55
511
$15K 0.01%
520
512
$15K 0.01%
214
513
$15K 0.01%
1,475
514
$14K 0.01%
167
515
$14K 0.01%
+160
516
$14K 0.01%
359
517
$14K 0.01%
1,072
518
$14K 0.01%
178
519
$13K 0.01%
+58
520
$13K 0.01%
+242
521
$13K 0.01%
2,000
522
$13K 0.01%
194
523
$13K 0.01%
207
524
$13K 0.01%
192
+3
525
$13K 0.01%
+75