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
$177M
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Sells

1 +$640K
2 +$466K
3 +$246K
4
GE icon
GE Aerospace
GE
+$209K
5
BIIB icon
Biogen
BIIB
+$116K

Sector Composition

1 Technology 15.48%
2 Healthcare 10.85%
3 Communication Services 7.05%
4 Financials 6.61%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$9K 0.01%
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602
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25
603
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378
604
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141
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100
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65
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156
+58
609
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250
610
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147
611
$9K 0.01%
708
612
$8K ﹤0.01%
666
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$8K ﹤0.01%
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333
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619
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623
$8K ﹤0.01%
+1,000
624
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161
+150
625
$8K ﹤0.01%
+143