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
$212M
AUM Growth
-$994K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$411K
2 +$372K
3 +$130K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$65K
5
CTXS
Citrix Systems Inc
CTXS
+$8K

Sector Composition

1 Technology 13.94%
2 Healthcare 10.09%
3 Financials 5.25%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$19.3K 0.01%
1,000
502
$19.2K 0.01%
583
503
$18.8K 0.01%
463
504
$18.7K 0.01%
178
505
$18.6K 0.01%
1,075
506
$18.5K 0.01%
729
507
$18.5K 0.01%
63
508
$18.2K 0.01%
414
509
$18.2K 0.01%
1,298
510
$18.2K 0.01%
782
511
$18.1K 0.01%
412
512
$18K 0.01%
220
513
$17.7K 0.01%
1,472
514
$17.6K 0.01%
350
515
$17.6K 0.01%
624
516
$17.6K 0.01%
58
517
$17.5K 0.01%
79
518
$17.5K 0.01%
98
519
$17.4K 0.01%
640
520
$17.4K 0.01%
100
521
$17.4K 0.01%
1,599
522
$17.3K 0.01%
98
523
$17.2K 0.01%
1,000
524
$17.2K 0.01%
484
525
$17K 0.01%
1,657