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
$212M
AUM Growth
-$994K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$411K
2 +$372K
3 +$130K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$65K
5
CTXS
Citrix Systems Inc
CTXS
+$8K

Sector Composition

1 Technology 13.94%
2 Healthcare 10.09%
3 Financials 5.25%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$14.5K 0.01%
137
552
$14.5K 0.01%
342
553
$14.5K 0.01%
206
554
$14.5K 0.01%
772
555
$14.4K 0.01%
831
556
$14.4K 0.01%
427
557
$14.3K 0.01%
574
558
$14.2K 0.01%
68
559
$14.1K 0.01%
297
560
$14.1K 0.01%
170
561
$14K 0.01%
470
562
$13.8K 0.01%
318
563
$13.8K 0.01%
250
564
$13.7K 0.01%
224
565
$13.7K 0.01%
28
566
$13.7K 0.01%
288
567
$13.5K 0.01%
156
568
$13.5K 0.01%
226
569
$13.3K 0.01%
142
570
$13.2K 0.01%
4,084
571
$13.2K 0.01%
183
572
$13.1K 0.01%
88
573
$13K 0.01%
407
574
$12.9K 0.01%
405
575
$12.9K 0.01%
1,953