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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$43.5K 0.01%
837
502
$43.3K 0.01%
488
503
$42.5K 0.01%
450
504
$42.1K 0.01%
152
505
$41.9K 0.01%
576
+59
506
$41.5K 0.01%
711
+1
507
$41.1K 0.01%
910
+217
508
$40.9K 0.01%
1,569
509
$40.7K 0.01%
695
510
$40.5K 0.01%
746
511
$40.4K 0.01%
+190
512
$40.4K 0.01%
333
+3
513
$40.4K 0.01%
493
-50
514
$40.2K 0.01%
1,002
515
$40.2K 0.01%
782
516
$40.1K 0.01%
356
517
$39.6K 0.01%
432
+422
518
$39.4K 0.01%
1,042
519
$39.1K 0.01%
152
+4
520
$39.1K 0.01%
357
+300
521
$39K 0.01%
460
522
$38.4K 0.01%
450
523
$38.3K 0.01%
+365
524
$38.1K 0.01%
450
525
$38.1K 0.01%
1,591