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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$39.6K 0.01%
471
+459
502
$39.4K 0.01%
+723
503
$39.1K 0.01%
391
504
$39K 0.01%
356
505
$39K 0.01%
+737
506
$38.9K 0.01%
38
507
$38.7K 0.01%
1,569
508
$38.7K 0.01%
+296
509
$38.7K 0.01%
1,420
510
$38.6K 0.01%
728
511
$38.6K 0.01%
837
512
$38.3K 0.01%
5,494
513
$38.1K 0.01%
543
514
$38K 0.01%
1,591
515
$37.9K 0.01%
700
516
$37.8K 0.01%
782
-218
517
$37.5K 0.01%
2,778
518
$37.5K 0.01%
247
519
$37.3K 0.01%
503
+105
520
$36.9K 0.01%
629
521
$36.2K 0.01%
450
522
$35.9K 0.01%
329
523
$35.8K 0.01%
716
+207
524
$35.7K 0.01%
4,804
-442
525
$35.7K 0.01%
1,042