KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.5M
AUM Growth
-$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1 +$7.91M
2 +$3.47M
3 +$735K
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$625K
5
HD icon
Home Depot
HD
+$515K

Sector Composition

1 Technology 14.09%
2 Healthcare 13.24%
3 Communication Services 10.55%
4 Financials 6.9%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$3K ﹤0.01%
+600
552
$3K ﹤0.01%
+46
553
$3K ﹤0.01%
+500
554
$3K ﹤0.01%
+218
555
$3K ﹤0.01%
+75
556
$3K ﹤0.01%
+122
557
$3K ﹤0.01%
+750
558
$3K ﹤0.01%
+19
559
$3K ﹤0.01%
+84
560
$3K ﹤0.01%
+88
561
$3K ﹤0.01%
+85
562
$3K ﹤0.01%
+785
563
$3K ﹤0.01%
+300
564
$3K ﹤0.01%
+180
565
$3K ﹤0.01%
+225
566
$3K ﹤0.01%
+334
567
$3K ﹤0.01%
+73
568
$3K ﹤0.01%
+120
569
$3K ﹤0.01%
+114
570
$3K ﹤0.01%
+125
571
$3K ﹤0.01%
+25
572
$3K ﹤0.01%
+74
573
$3K ﹤0.01%
+65
574
$3K ﹤0.01%
+54
575
$3K ﹤0.01%
+428