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
$302M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Sells

1 +$761K
2 +$466K
3 +$409K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$382K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$229K

Sector Composition

1 Technology 14.79%
2 Healthcare 7.71%
3 Financials 4.51%
4 Consumer Discretionary 4.16%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$17.7K 0.01%
1,000
602
$17.6K 0.01%
50
+32
603
$17.5K 0.01%
185
604
$17.5K 0.01%
240
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605
$17K 0.01%
+424
606
$16.9K 0.01%
156
607
$16.9K 0.01%
258
608
$16.9K 0.01%
1,657
609
$16.9K 0.01%
500
610
$16.7K 0.01%
115
611
$16.6K 0.01%
366
+66
612
$16.6K 0.01%
219
613
$16.6K 0.01%
77
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614
$16.6K 0.01%
318
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615
$16.5K 0.01%
410
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616
$16.5K 0.01%
4,084
617
$16.4K 0.01%
+1,000
618
$16.4K 0.01%
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619
$16.3K 0.01%
772
620
$16.3K 0.01%
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621
$16.3K 0.01%
131
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622
$16.2K 0.01%
215
623
$16K 0.01%
317
624
$16K 0.01%
1,726
+1
625
$15.9K 0.01%
156