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
$460M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Sells

1 +$583K
2 +$463K
3 +$342K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$307K
5
BA icon
Boeing
BA
+$252K

Sector Composition

1 Technology 12.38%
2 Healthcare 4.98%
3 Financials 4.79%
4 Consumer Discretionary 3.14%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$33.3K 0.01%
208
552
$33.1K 0.01%
340
553
$33.1K 0.01%
353
-606
554
$33.1K 0.01%
1,000
555
$32.8K 0.01%
344
556
$32.8K 0.01%
250
557
$32.5K 0.01%
552
558
$32.1K 0.01%
687
559
$32.1K 0.01%
1,225
560
$32K 0.01%
392
561
$31.9K 0.01%
500
562
$31.8K 0.01%
1,346
+596
563
$31.5K 0.01%
9,500
564
$31.5K 0.01%
488
565
$31.5K 0.01%
289
566
$31.1K 0.01%
+707
567
$31.1K 0.01%
3,494
568
$31K 0.01%
117
569
$31K 0.01%
924
570
$30.9K 0.01%
477
571
$30.4K 0.01%
190
572
$30.4K 0.01%
152
573
$30.3K 0.01%
125
+99
574
$30K 0.01%
170
575
$29.9K 0.01%
203