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
$297M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,412
New
Increased
Reduced
Closed

Top Sells

1 +$778K
2 +$393K
3 +$308K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$292K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$192K

Sector Composition

1 Technology 13.76%
2 Healthcare 7.44%
3 Financials 4.7%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$16.9K 0.01%
279
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$16.8K 0.01%
200
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$16.8K 0.01%
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$16.6K 0.01%
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$16.6K 0.01%
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607
$16.6K 0.01%
131
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$16.6K 0.01%
301
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$16.5K 0.01%
114
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$16.4K 0.01%
258
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$16.4K 0.01%
196
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$16.4K 0.01%
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$16.3K 0.01%
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$16K 0.01%
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$15.8K 0.01%
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$15.1K 0.01%
226
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$15K 0.01%
772