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
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$30.8K 0.01%
282
527
$30.7K 0.01%
234
528
$30.4K 0.01%
2,000
529
$30.4K 0.01%
9,500
-2,382
530
$30.3K 0.01%
451
531
$30.2K 0.01%
220
-70
532
$30K 0.01%
182
-48
533
$29.9K 0.01%
397
534
$29.9K 0.01%
392
535
$29.7K 0.01%
342
536
$29.7K 0.01%
435
537
$29.3K 0.01%
521
538
$29.3K 0.01%
152
539
$29.2K 0.01%
1,553
-20
540
$28.8K 0.01%
2,439
541
$28.4K 0.01%
484
542
$28.4K 0.01%
191
543
$28.2K 0.01%
37
544
$28.1K 0.01%
465
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545
$27.8K 0.01%
200
546
$27.7K 0.01%
+1,240
547
$27.6K 0.01%
145
548
$27.4K 0.01%
79
549
$27.1K 0.01%
450
550
$27.1K 0.01%
2,983
+2,551