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
$452M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Sells

1 +$461K
2 +$384K
3 +$357K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$246K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Technology 13.38%
2 Healthcare 5.5%
3 Financials 4.61%
4 Consumer Discretionary 3.5%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$33K 0.01%
156
552
$32.9K 0.01%
242
553
$32.7K 0.01%
693
554
$32.5K 0.01%
392
555
$32.5K 0.01%
870
556
$32.5K 0.01%
216
+4
557
$32.4K 0.01%
342
558
$32.3K 0.01%
509
+9
559
$32.2K 0.01%
9,500
560
$32K 0.01%
220
-30
561
$31.7K 0.01%
38
562
$31.7K 0.01%
1,583
-570
563
$30.8K 0.01%
2,439
564
$30.3K 0.01%
229
565
$30.2K 0.01%
1,240
566
$29.9K 0.01%
462
+15
567
$29.8K 0.01%
191
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$29.7K 0.01%
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569
$29.5K 0.01%
60
+9
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$29.5K 0.01%
657
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$29.4K 0.01%
190
572
$29.4K 0.01%
191
573
$29.3K 0.01%
91
574
$28.9K 0.01%
162
575
$28.8K 0.01%
451