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
$366M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.19%
2 Healthcare 6.15%
3 Financials 4.67%
4 Consumer Discretionary 3.94%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$24.7K 0.01%
583
552
$24.5K 0.01%
992
553
$24.4K 0.01%
+1,500
554
$24.4K 0.01%
430
555
$24.2K 0.01%
484
556
$24.1K 0.01%
812
557
$23.6K 0.01%
91
558
$23.5K 0.01%
397
559
$23.2K 0.01%
145
560
$23.2K 0.01%
61
561
$22.9K 0.01%
226
+2
562
$22.8K 0.01%
158
563
$22.8K 0.01%
900
564
$22.7K 0.01%
1,573
-34
565
$22.4K 0.01%
328
566
$22.4K 0.01%
1,059
+810
567
$22.2K 0.01%
249
568
$21.9K 0.01%
192
569
$21.9K 0.01%
164
570
$21.8K 0.01%
1,588
571
$21.6K 0.01%
142
572
$21.6K 0.01%
360
573
$21.3K 0.01%
134
574
$21.3K 0.01%
186
575
$21.2K 0.01%
500