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
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$23.4K 0.01%
324
577
$23.4K 0.01%
186
578
$23.3K 0.01%
200
579
$23.1K 0.01%
900
580
$22.9K 0.01%
110
581
$22.7K 0.01%
115
582
$22.7K 0.01%
173
583
$22.4K 0.01%
250
+1
584
$22.3K 0.01%
350
585
$22.2K 0.01%
174
586
$22.2K 0.01%
258
587
$22.2K 0.01%
500
588
$22.2K 0.01%
470
589
$22.1K 0.01%
392
590
$22K 0.01%
958
591
$21.5K 0.01%
187
592
$21.5K 0.01%
360
593
$21.4K 0.01%
391
594
$21.4K 0.01%
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595
$21.4K 0.01%
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596
$21.2K 0.01%
279
597
$21.2K 0.01%
103
598
$21.2K 0.01%
467
599
$21.2K 0.01%
576
600
$21K 0.01%
134