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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$35.6K 0.01%
2,000
527
$35.5K 0.01%
463
528
$35.4K 0.01%
435
529
$35.3K 0.01%
142
530
$34.8K 0.01%
46
531
$34.3K 0.01%
250
+30
532
$34.2K 0.01%
623
533
$34.1K 0.01%
549
+425
534
$34.1K 0.01%
800
535
$33.8K 0.01%
356
+6
536
$33.7K 0.01%
930
+360
537
$33.5K 0.01%
212
538
$33.4K 0.01%
1,002
539
$33.3K 0.01%
158
540
$33.2K 0.01%
162
541
$32.9K 0.01%
447
542
$32.7K 0.01%
537
+42
543
$32.6K 0.01%
242
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544
$32.6K 0.01%
687
545
$32.2K 0.01%
375
546
$32K 0.01%
156
547
$31.9K 0.01%
200
548
$31.9K 0.01%
342
549
$31.8K 0.01%
73
550
$31.7K 0.01%
+400