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
$274M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.74%
2 Healthcare 8.19%
3 Financials 4.7%
4 Consumer Staples 4.34%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$19.1K 0.01%
782
552
$19.1K 0.01%
+200
553
$19.1K 0.01%
+300
554
$19K 0.01%
2,000
555
$19K 0.01%
521
556
$19K 0.01%
360
557
$18.8K 0.01%
206
558
$18.8K 0.01%
500
559
$18.7K 0.01%
1,599
560
$18.6K 0.01%
91
-104
561
$18.6K 0.01%
576
562
$18.5K 0.01%
143
+35
563
$18.5K 0.01%
148
564
$18.3K 0.01%
41
565
$18.3K 0.01%
153
566
$18.2K 0.01%
512
+264
567
$18.1K 0.01%
274
568
$17.8K 0.01%
+1,068
569
$17.8K 0.01%
82
570
$17.6K 0.01%
1,000
571
$17.5K 0.01%
152
572
$17.5K 0.01%
330
-740
573
$17.5K 0.01%
4,084
574
$17.4K 0.01%
1,657
575
$17.3K 0.01%
156