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
$274M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.74%
2 Healthcare 8.19%
3 Financials 4.7%
4 Consumer Staples 4.34%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$14.6K 0.01%
227
602
$14.5K 0.01%
178
603
$14.5K 0.01%
288
604
$14.4K 0.01%
47
605
$14.4K 0.01%
2,323
+109
606
$14.4K 0.01%
269
607
$14.2K 0.01%
1,725
608
$14.2K 0.01%
99
609
$14K 0.01%
185
610
$13.8K 0.01%
142
611
$13.7K 0.01%
750
612
$13.6K 0.01%
262
-150
613
$13.6K ﹤0.01%
+150
614
$13.6K ﹤0.01%
156
615
$13.4K ﹤0.01%
710
616
$13.4K ﹤0.01%
224
617
$13.4K ﹤0.01%
58
618
$13.4K ﹤0.01%
214
619
$13.3K ﹤0.01%
137
620
$13.1K ﹤0.01%
89
+10
621
$13.1K ﹤0.01%
200
622
$13K ﹤0.01%
51
623
$12.8K ﹤0.01%
300
624
$12.7K ﹤0.01%
172
625
$12.7K ﹤0.01%
133