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
$212M
AUM Growth
-$994K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$411K
2 +$372K
3 +$130K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$65K
5
CTXS
Citrix Systems Inc
CTXS
+$8K

Sector Composition

1 Technology 13.94%
2 Healthcare 10.09%
3 Financials 5.25%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$16.7K 0.01%
156
527
$16.7K 0.01%
153
528
$16.6K 0.01%
979
529
$16.3K 0.01%
500
530
$16.2K 0.01%
285
531
$16.2K 0.01%
400
532
$16K 0.01%
360
533
$16K 0.01%
1,379
534
$15.9K 0.01%
4
535
$15.9K 0.01%
41
536
$15.8K 0.01%
274
537
$15.8K 0.01%
219
538
$15.8K 0.01%
211
539
$15.6K 0.01%
310
540
$15.5K 0.01%
280
541
$15.1K 0.01%
227
542
$15K 0.01%
148
543
$14.9K 0.01%
2,000
544
$14.9K 0.01%
214
545
$14.8K 0.01%
576
546
$14.8K 0.01%
333
547
$14.7K 0.01%
2,560
548
$14.7K 0.01%
195
549
$14.6K 0.01%
223
550
$14.6K 0.01%
591