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
$452M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Sells

1 +$461K
2 +$384K
3 +$357K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$246K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Technology 13.38%
2 Healthcare 5.5%
3 Financials 4.61%
4 Consumer Discretionary 3.5%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$28.7K 0.01%
61
577
$28.5K 0.01%
+297
578
$28.5K 0.01%
426
579
$27.9K 0.01%
397
580
$27.8K 0.01%
338
+10
581
$27.7K 0.01%
1,104
582
$27.6K 0.01%
400
583
$27.5K 0.01%
151
584
$27.2K 0.01%
338
585
$27K 0.01%
285
586
$26.8K 0.01%
334
587
$26.6K 0.01%
315
-370
588
$26.6K 0.01%
484
589
$26.3K 0.01%
282
590
$26.3K 0.01%
238
591
$26.2K 0.01%
60
592
$26.1K 0.01%
1,328
593
$26.1K 0.01%
583
594
$26K 0.01%
192
595
$26K 0.01%
200
596
$25.7K 0.01%
115
597
$25.6K 0.01%
320
598
$25.6K 0.01%
1,338
-25
599
$25.5K 0.01%
206
600
$25.3K 0.01%
500