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
$366M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.19%
2 Healthcare 6.15%
3 Financials 4.67%
4 Consumer Discretionary 3.94%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$21.1K 0.01%
958
+40
577
$21.1K 0.01%
392
578
$21K 0.01%
174
579
$21K 0.01%
470
580
$20.8K 0.01%
700
581
$20.7K 0.01%
570
582
$20.6K 0.01%
100
583
$20.4K 0.01%
410
584
$20.4K 0.01%
173
585
$20.3K 0.01%
391
-500
586
$20.3K 0.01%
50
587
$20.3K 0.01%
461
+1
588
$20.1K 0.01%
274
589
$19.9K 0.01%
460
590
$19.9K 0.01%
115
591
$19.8K 0.01%
200
592
$19.8K 0.01%
576
593
$19.6K 0.01%
187
594
$19.5K 0.01%
2,000
595
$19.5K 0.01%
103
596
$19.5K 0.01%
1,599
597
$19.5K 0.01%
424
598
$19.5K 0.01%
745
-2,000
599
$19.3K 0.01%
258
600
$19.2K 0.01%
196