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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$28.2K 0.01%
297
577
$27.5K 0.01%
115
578
$27.4K 0.01%
229
579
$27.3K 0.01%
60
580
$27.3K 0.01%
+600
581
$27.3K 0.01%
2,439
582
$27.2K 0.01%
509
583
$27.1K 0.01%
175
+2
584
$27.1K 0.01%
397
585
$27K 0.01%
349
+211
586
$26.7K 0.01%
1,328
587
$26.6K 0.01%
79
588
$26.6K 0.01%
141
589
$26.5K 0.01%
200
590
$26.5K 0.01%
252
+251
591
$26.4K 0.01%
338
592
$26.4K 0.01%
282
593
$26.4K 0.01%
195
+4
594
$26.3K 0.01%
258
595
$26.3K 0.01%
38
596
$26.3K 0.01%
334
597
$26K 0.01%
477
+97
598
$25.8K 0.01%
338
599
$25.3K 0.01%
203
600
$25.2K 0.01%
216