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
$200M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.28%
2 Healthcare 10.8%
3 Financials 6.02%
4 Consumer Discretionary 6%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$10K 0.01%
187
602
$10K 0.01%
206
603
$10K 0.01%
39
604
$9K ﹤0.01%
419
605
$9K ﹤0.01%
221
606
$9K ﹤0.01%
35
+10
607
$9K ﹤0.01%
317
608
$9K ﹤0.01%
218
609
$9K ﹤0.01%
211
610
$9K ﹤0.01%
23
611
$9K ﹤0.01%
27
612
$9K ﹤0.01%
143
613
$9K ﹤0.01%
119
614
$9K ﹤0.01%
103
615
$9K ﹤0.01%
+343
616
$9K ﹤0.01%
156
617
$9K ﹤0.01%
250
618
$9K ﹤0.01%
77
619
$9K ﹤0.01%
147
620
$9K ﹤0.01%
132
621
$8K ﹤0.01%
141
622
$8K ﹤0.01%
100
623
$8K ﹤0.01%
17
624
$8K ﹤0.01%
73
625
$8K ﹤0.01%
288