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
$452M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Sells

1 +$461K
2 +$384K
3 +$357K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$246K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Technology 13.38%
2 Healthcare 5.5%
3 Financials 4.61%
4 Consumer Discretionary 3.5%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$38K 0.01%
549
527
$37.9K 0.01%
517
+14
528
$37.8K 0.01%
275
529
$37.7K 0.01%
1,591
530
$37.5K 0.01%
460
+40
531
$37.2K 0.01%
2,450
532
$37.1K 0.01%
598
533
$37.1K 0.01%
148
+6
534
$36.8K 0.01%
450
535
$36.4K 0.01%
35
536
$36.2K 0.01%
617
+265
537
$35.5K 0.01%
200
538
$35.4K 0.01%
687
539
$35K 0.01%
930
540
$34.9K 0.01%
450
+15
541
$34.9K 0.01%
39
-33
542
$34.8K 0.01%
110
+3
543
$34.7K 0.01%
1,000
544
$34.5K 0.01%
400
545
$34.1K 0.01%
375
546
$34.1K 0.01%
1,002
547
$33.9K 0.01%
289
548
$33.7K 0.01%
750
549
$33.6K 0.01%
924
550
$33.1K 0.01%
1,225