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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$37.9K 0.01%
156
527
$37.8K 0.01%
275
528
$37.2K 0.01%
1,420
529
$37.2K 0.01%
549
530
$36.9K 0.01%
35
531
$36.8K 0.01%
598
532
$36.6K 0.01%
344
+24
533
$36.4K 0.01%
407
+392
534
$36.1K 0.01%
629
535
$35.3K 0.01%
+355
536
$35.2K 0.01%
191
537
$34.8K 0.01%
435
538
$34.7K 0.01%
293
+55
539
$34.5K 0.01%
340
540
$34.5K 0.01%
2,450
541
$34.4K 0.01%
779
+281
542
$34.2K 0.01%
930
543
$34.2K 0.01%
462
544
$34.1K 0.01%
208
+188
545
$34K 0.01%
687
546
$34K 0.01%
400
547
$33.9K 0.01%
308
-21
548
$33.4K 0.01%
700
549
$33.4K 0.01%
289
550
$33.1K 0.01%
924