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
$274M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.74%
2 Healthcare 8.19%
3 Financials 4.7%
4 Consumer Staples 4.34%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$24.9K 0.01%
1,030
502
$24.9K 0.01%
+200
503
$24.7K 0.01%
2,450
504
$24.6K 0.01%
924
505
$24.5K 0.01%
430
506
$24.4K 0.01%
+400
507
$24.4K 0.01%
142
508
$24.1K 0.01%
156
509
$24.1K 0.01%
+375
510
$24K 0.01%
350
+100
511
$24K 0.01%
214
+100
512
$23.8K 0.01%
+509
513
$23.7K 0.01%
484
514
$23.6K 0.01%
1,080
515
$23.5K 0.01%
585
516
$23.5K 0.01%
+985
517
$23.2K 0.01%
58
518
$23.1K 0.01%
1,298
519
$23.1K 0.01%
234
520
$23.1K 0.01%
50
521
$23.1K 0.01%
156
522
$23K 0.01%
162
+100
523
$22.9K 0.01%
815
524
$22.4K 0.01%
1,160
525
$22.3K 0.01%
4