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
$452M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Sells

1 +$461K
2 +$384K
3 +$357K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$246K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Technology 13.38%
2 Healthcare 5.5%
3 Financials 4.61%
4 Consumer Discretionary 3.5%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$43K 0.01%
391
502
$42.9K 0.01%
2,565
503
$42.7K 0.01%
779
+63
504
$42.4K 0.01%
1,042
505
$42.3K 0.01%
10,927
506
$42.1K 0.01%
710
+1
507
$42K 0.01%
1,569
508
$41.5K 0.01%
1,002
509
$41.3K 0.01%
1,420
510
$40.8K 0.01%
46
511
$40.8K 0.01%
356
512
$40.7K 0.01%
700
513
$40.4K 0.01%
450
514
$40.4K 0.01%
330
515
$39.8K 0.01%
329
516
$39.8K 0.01%
340
517
$39.8K 0.01%
728
518
$39.6K 0.01%
629
519
$39.5K 0.01%
782
520
$39.2K 0.01%
4
521
$38.7K 0.01%
356
522
$38.5K 0.01%
73
523
$38.5K 0.01%
152
524
$38.4K 0.01%
435
525
$38.4K 0.01%
2,390
-913