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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$27.9K 0.01%
+100
577
$27.9K 0.01%
190
+10
578
$27.7K 0.01%
+151
579
$27.7K 0.01%
1,104
580
$27.6K 0.01%
182
581
$27.5K 0.01%
186
582
$26.6K 0.01%
484
583
$26.5K 0.01%
1,328
584
$26.5K 0.01%
282
585
$26.4K 0.01%
500
-104
586
$26.2K 0.01%
435
587
$26.1K 0.01%
61
588
$26K 0.01%
285
589
$25.8K 0.01%
200
590
$25.8K 0.01%
334
591
$25.4K 0.01%
79
592
$25.4K 0.01%
400
593
$25.4K 0.01%
10,927
594
$25.3K 0.01%
380
595
$24.5K 0.01%
2,983
596
$24.4K 0.01%
583
597
$24.3K 0.01%
258
598
$24.2K 0.01%
+33
599
$23.9K 0.01%
+456
600
$23.9K 0.01%
173