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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$33.1K 0.01%
170
+8
552
$33.1K 0.01%
190
553
$32.9K 0.01%
250
+58
554
$32.7K 0.01%
342
555
$32.7K 0.01%
4
556
$32.5K 0.01%
61
557
$32.4K 0.01%
552
-65
558
$32.1K 0.01%
+1,414
559
$31.9K 0.01%
1,002
560
$31.7K 0.01%
1,000
561
$31.7K 0.01%
1,240
562
$31.7K 0.01%
3,494
-2,000
563
$31.3K 0.01%
60
564
$31.3K 0.01%
91
565
$31K 0.01%
9,500
566
$30.8K 0.01%
392
567
$30.6K 0.01%
756
+650
568
$30.5K 0.01%
1,225
569
$30.3K 0.01%
+500
570
$29.9K 0.01%
1,104
571
$29.9K 0.01%
27
572
$29.7K 0.01%
117
+7
573
$29.2K 0.01%
728
574
$29.1K 0.01%
220
575
$28.9K 0.01%
870