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
$212M
AUM Growth
-$994K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$411K
2 +$372K
3 +$130K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$65K
5
CTXS
Citrix Systems Inc
CTXS
+$8K

Sector Composition

1 Technology 13.94%
2 Healthcare 10.09%
3 Financials 5.25%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$12.8K 0.01%
1,164
577
$12.7K 0.01%
128
578
$12.6K 0.01%
168
579
$12.5K 0.01%
152
580
$12.3K 0.01%
185
581
$12.3K 0.01%
175
582
$12.2K 0.01%
2,214
583
$12K 0.01%
55
584
$11.9K 0.01%
29
585
$11.9K 0.01%
750
586
$11.9K 0.01%
269
587
$11.9K 0.01%
1,475
588
$11.9K 0.01%
258
589
$11.9K 0.01%
285
590
$11.8K 0.01%
47
591
$11.8K 0.01%
2,000
592
$11.8K 0.01%
115
593
$11.6K 0.01%
294
594
$11.6K 0.01%
58
595
$11.6K 0.01%
300
596
$11.3K 0.01%
139
597
$11.3K 0.01%
148
598
$11.3K 0.01%
108
599
$11.3K 0.01%
275
600
$11.3K 0.01%
145