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
$302M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Sells

1 +$761K
2 +$466K
3 +$409K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$382K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$229K

Sector Composition

1 Technology 14.79%
2 Healthcare 7.71%
3 Financials 4.51%
4 Consumer Discretionary 4.16%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$22.5K 0.01%
438
+363
552
$22.4K 0.01%
114
553
$22.3K 0.01%
206
554
$22.3K 0.01%
350
555
$22.1K 0.01%
1,160
556
$21.7K 0.01%
342
557
$21.7K 0.01%
753
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558
$21.6K 0.01%
249
559
$21.5K 0.01%
63
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560
$21.5K 0.01%
225
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561
$21.4K 0.01%
91
562
$21.4K 0.01%
413
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$21K 0.01%
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224
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$20.8K 0.01%
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$20.8K 0.01%
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$20.7K 0.01%
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$20.7K 0.01%
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$20.6K 0.01%
470
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$20.6K 0.01%
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$20.5K 0.01%
60
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$20.5K 0.01%
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$20.3K 0.01%
91