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
$366M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.19%
2 Healthcare 6.15%
3 Financials 4.67%
4 Consumer Discretionary 3.94%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$28.1K 0.01%
282
527
$28K 0.01%
4
528
$27K 0.01%
398
529
$26.9K 0.01%
350
530
$26.5K 0.01%
186
531
$26.3K 0.01%
285
532
$26.3K 0.01%
234
533
$26.3K 0.01%
60
534
$26.1K 0.01%
37
535
$26.1K 0.01%
350
536
$26K 0.01%
152
537
$25.9K 0.01%
200
538
$25.8K 0.01%
334
539
$25.6K 0.01%
380
+221
540
$25.6K 0.01%
1,104
541
$25.5K 0.01%
400
542
$25.5K 0.01%
600
+590
543
$25.5K 0.01%
235
-1,365
544
$25.5K 0.01%
435
545
$25.4K 0.01%
342
546
$25.3K 0.01%
1,298
547
$25.2K 0.01%
+1,328
548
$25.1K 0.01%
324
549
$24.9K 0.01%
320
550
$24.8K 0.01%
509