KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Sells

1 +$204K
2 +$202K
3 +$168K
4
NEE icon
NextEra Energy
NEE
+$150K
5
JNJ icon
Johnson & Johnson
JNJ
+$109K

Sector Composition

1 Technology 15.7%
2 Healthcare 11.12%
3 Communication Services 7.24%
4 Financials 6.48%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$10K 0.01%
+66
577
$10K 0.01%
206
578
$10K 0.01%
39
579
$10K 0.01%
423
580
$9K 0.01%
141
581
$9K 0.01%
100
582
$9K 0.01%
119
583
$9K 0.01%
103
584
$9K 0.01%
65
585
$9K 0.01%
235
+175
586
$9K 0.01%
174
587
$9K 0.01%
+133
588
$9K 0.01%
+291
589
$9K 0.01%
242
590
$9K 0.01%
106
591
$9K 0.01%
221
592
$9K 0.01%
283
593
$9K 0.01%
+293
594
$9K 0.01%
102
+46
595
$9K 0.01%
659
596
$9K 0.01%
25
597
$9K 0.01%
+300
598
$9K 0.01%
378
599
$9K 0.01%
58
600
$9K 0.01%
250