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
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$33.9K 0.01%
720
502
$33.7K 0.01%
2,450
503
$33.5K 0.01%
1,000
504
$33.4K 0.01%
687
505
$33.2K 0.01%
229
-128
506
$33K 0.01%
1,042
507
$33K 0.01%
186
508
$32.8K 0.01%
289
509
$32.7K 0.01%
604
+18
510
$32.6K 0.01%
388
511
$32.4K 0.01%
4
512
$32.3K 0.01%
447
513
$32.2K 0.01%
924
514
$32.1K 0.01%
275
515
$32K 0.01%
156
516
$32K 0.01%
+555
517
$31.9K 0.01%
598
518
$31.9K 0.01%
375
519
$31.6K 0.01%
693
520
$31.2K 0.01%
1,225
521
$31.1K 0.01%
+495
522
$31.1K 0.01%
398
523
$31K 0.01%
870
524
$31K 0.01%
158
525
$30.8K 0.01%
10,927