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
$460M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Sells

1 +$583K
2 +$463K
3 +$342K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$307K
5
BA icon
Boeing
BA
+$252K

Sector Composition

1 Technology 12.38%
2 Healthcare 4.98%
3 Financials 4.79%
4 Consumer Discretionary 3.14%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$29.9K 0.01%
+313
577
$29.7K 0.01%
60
578
$29.6K 0.01%
600
579
$29.5K 0.01%
61
580
$29.5K 0.01%
509
581
$29K 0.01%
4
582
$28.9K 0.01%
1,240
583
$28.9K 0.01%
450
584
$28.5K 0.01%
756
585
$28.5K 0.01%
297
586
$28.1K 0.01%
220
587
$28.1K 0.01%
91
588
$27.8K 0.01%
338
589
$27.7K 0.01%
315
590
$27.4K 0.01%
2,439
591
$27.2K 0.01%
151
592
$26.8K 0.01%
346
+105
593
$26.4K 0.01%
400
594
$26.3K 0.01%
334
595
$26.3K 0.01%
54
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596
$26.2K 0.01%
1,104
597
$26K 0.01%
216
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$26K 0.01%
175
599
$25.9K 0.01%
115
600
$25.9K 0.01%
106