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
$302M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Sells

1 +$761K
2 +$466K
3 +$409K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$382K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$229K

Sector Composition

1 Technology 14.79%
2 Healthcare 7.71%
3 Financials 4.51%
4 Consumer Discretionary 4.16%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$28.4K 0.01%
1,584
+112
502
$28.3K 0.01%
729
503
$28.3K 0.01%
388
504
$28.1K 0.01%
191
+38
505
$28.1K 0.01%
870
506
$27.8K 0.01%
334
-81
507
$27.8K 0.01%
289
508
$27.7K 0.01%
341
+214
509
$27.7K 0.01%
317
510
$27.5K 0.01%
38
511
$27.5K 0.01%
1,104
512
$27.4K 0.01%
2,439
513
$27.1K 0.01%
521
514
$27.1K 0.01%
480
-320
515
$27.1K 0.01%
282
+82
516
$27K 0.01%
420
+90
517
$26.9K 0.01%
119
+19
518
$26.6K 0.01%
159
+25
519
$26.4K 0.01%
208
520
$26.2K 0.01%
924
521
$26.1K 0.01%
285
522
$26.1K 0.01%
79
523
$26K 0.01%
162
524
$25.9K 0.01%
375
525
$25.9K 0.01%
211
+63