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
$185M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.14%
2 Healthcare 10.22%
3 Financials 5.85%
4 Consumer Discretionary 4.66%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$20K 0.01%
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1,075
503
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504
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524
506
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507
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508
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1,000
509
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510
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220
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511
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513
$19K 0.01%
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514
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515
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516
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517
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519
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523
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524
$18K 0.01%
979
525
$18K 0.01%
134