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
$366M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.19%
2 Healthcare 6.15%
3 Financials 4.67%
4 Consumer Discretionary 3.94%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$31.3K 0.01%
230
502
$31.3K 0.01%
687
503
$31.2K 0.01%
598
504
$30.8K 0.01%
447
505
$30.7K 0.01%
191
506
$30.6K 0.01%
720
507
$30.3K 0.01%
924
508
$30.2K 0.01%
289
509
$30.2K 0.01%
388
510
$29.9K 0.01%
1,225
511
$29.8K 0.01%
275
512
$29.7K 0.01%
162
513
$29.6K 0.01%
451
514
$29.3K 0.01%
870
515
$29.1K 0.01%
156
516
$29.1K 0.01%
521
517
$28.8K 0.01%
+170
518
$28.8K 0.01%
38
519
$28.7K 0.01%
79
520
$28.6K 0.01%
1,000
521
$28.5K 0.01%
375
522
$28.2K 0.01%
2,439
523
$28.2K 0.01%
392
524
$28.2K 0.01%
+1,002
525
$28.1K 0.01%
450