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
$302M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Sells

1 +$761K
2 +$466K
3 +$409K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$382K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$229K

Sector Composition

1 Technology 14.79%
2 Healthcare 7.71%
3 Financials 4.51%
4 Consumer Discretionary 4.16%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$25.6K 0.01%
985
527
$25.6K 0.01%
384
+20
528
$25.5K 0.01%
484
529
$25.4K 0.01%
2,450
530
$25.4K 0.01%
156
531
$25.4K 0.01%
4
532
$25.3K 0.01%
447
+264
533
$25.3K 0.01%
1,000
534
$25.1K 0.01%
334
535
$25.1K 0.01%
350
536
$24.5K 0.01%
186
537
$24.5K 0.01%
1,298
538
$24.2K 0.01%
1,030
539
$24.2K 0.01%
1,166
540
$24.1K 0.01%
1,717
541
$23.8K 0.01%
400
542
$23.7K 0.01%
509
543
$23.5K 0.01%
815
544
$23.4K 0.01%
82
545
$23.4K 0.01%
1,080
546
$23.2K 0.01%
430
547
$22.9K 0.01%
398
+110
548
$22.8K 0.01%
135
+47
549
$22.8K 0.01%
583
550
$22.6K 0.01%
145