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
$297M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,412
New
Increased
Reduced
Closed

Top Sells

1 +$778K
2 +$393K
3 +$308K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$292K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$192K

Sector Composition

1 Technology 13.76%
2 Healthcare 7.44%
3 Financials 4.7%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$27.1K 0.01%
1,631
502
$27.1K 0.01%
275
503
$27K 0.01%
392
504
$26.9K 0.01%
220
+12
505
$26.9K 0.01%
388
506
$26.8K 0.01%
720
507
$26.8K 0.01%
191
508
$26.7K 0.01%
480
509
$26.7K 0.01%
247
510
$26.7K 0.01%
928
+175
511
$26.6K 0.01%
289
512
$26.6K 0.01%
451
513
$26.4K 0.01%
2,450
514
$26.3K 0.01%
420
515
$26.2K 0.01%
350
516
$26.1K 0.01%
924
517
$25.5K 0.01%
435
518
$25.3K 0.01%
375
519
$25.1K 0.01%
1,000
520
$25.1K 0.01%
285
521
$24.9K 0.01%
156
522
$24.8K 0.01%
328
+11
523
$24.8K 0.01%
1,104
524
$24.8K 0.01%
2,439
525
$24.6K 0.01%
334