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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$31.7K 0.01%
152
552
$31.7K 0.01%
598
553
$31.6K 0.01%
35
554
$31.5K 0.01%
275
555
$31.4K 0.01%
289
556
$31.3K 0.01%
693
557
$31.2K 0.01%
2,450
558
$31.1K 0.01%
1,225
559
$31.1K 0.01%
1,000
560
$30.8K 0.01%
924
561
$30.6K 0.01%
9,500
562
$30.5K 0.01%
870
563
$30.4K 0.01%
397
564
$30.4K 0.01%
4
565
$30K 0.01%
392
566
$29.8K 0.01%
642
+175
567
$29.8K 0.01%
451
568
$29.8K 0.01%
450
569
$29.8K 0.01%
2,439
570
$29.7K 0.01%
191
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$29.1K 0.01%
1,240
572
$28.8K 0.01%
229
573
$28.6K 0.01%
91
574
$28.5K 0.01%
60
575
$28.2K 0.01%
1,363
-190