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
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$20.9K 0.01%
135
602
$20.9K 0.01%
50
603
$20.9K 0.01%
570
604
$20.8K 0.01%
700
605
$20.8K 0.01%
274
606
$20.8K 0.01%
200
607
$20.7K 0.01%
1,342
608
$20.7K 0.01%
185
609
$20.4K 0.01%
460
610
$20.4K 0.01%
51
611
$20.2K 0.01%
254
612
$20K 0.01%
36
613
$19.8K 0.01%
502
614
$19.7K 0.01%
294
615
$19.7K 0.01%
640
616
$19.4K 0.01%
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617
$19.4K ﹤0.01%
2,284
618
$19.2K ﹤0.01%
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619
$19.1K ﹤0.01%
131
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$19K ﹤0.01%
128
621
$19K ﹤0.01%
100
622
$18.9K ﹤0.01%
219
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$18.9K ﹤0.01%
143
624
$18.8K ﹤0.01%
77
625
$18.6K ﹤0.01%
410