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
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$26.9K 0.01%
+180
552
$26.7K 0.01%
61
553
$26.7K 0.01%
82
554
$26.7K 0.01%
1,104
555
$26.6K 0.01%
461
556
$26.3K 0.01%
1,631
557
$26.2K 0.01%
285
558
$26.2K 0.01%
2,710
559
$26.2K 0.01%
380
560
$26.1K 0.01%
400
561
$26.1K 0.01%
91
562
$26K 0.01%
334
563
$25.9K 0.01%
583
564
$25.9K 0.01%
2,000
565
$25.9K 0.01%
509
566
$25.9K 0.01%
1,328
567
$25.3K 0.01%
235
568
$25.2K 0.01%
328
569
$25K 0.01%
600
570
$24.7K 0.01%
1,001
+9
571
$24.7K 0.01%
320
572
$24.6K 0.01%
227
+1
573
$24.4K 0.01%
200
-75
574
$24.2K 0.01%
192
575
$23.7K 0.01%
1,945