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
$274M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.74%
2 Healthcare 8.19%
3 Financials 4.7%
4 Consumer Staples 4.34%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$17.2K 0.01%
170
577
$17.1K 0.01%
280
578
$17.1K 0.01%
979
579
$16.7K 0.01%
173
+100
580
$16.4K 0.01%
215
+4
581
$16.4K 0.01%
115
582
$16.3K 0.01%
115
583
$16.3K 0.01%
1,953
584
$16.3K 0.01%
219
585
$16.1K 0.01%
772
586
$16K 0.01%
138
587
$16K 0.01%
1,379
588
$15.9K 0.01%
750
589
$15.7K 0.01%
554
+400
590
$15.7K 0.01%
195
591
$15.5K 0.01%
+200
592
$15.4K 0.01%
333
593
$15.3K 0.01%
869
+38
594
$15.2K 0.01%
317
+200
595
$15.1K 0.01%
226
596
$15K 0.01%
2,560
597
$14.7K 0.01%
88
598
$14.7K 0.01%
640
599
$14.6K 0.01%
492
600
$14.6K 0.01%
258