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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$23.6K 0.01%
228
+1
602
$23.5K 0.01%
1,001
603
$23.4K 0.01%
238
+53
604
$23.4K 0.01%
192
605
$23.3K 0.01%
328
606
$23.2K 0.01%
200
607
$23.1K 0.01%
350
608
$22.9K 0.01%
900
609
$22.7K 0.01%
51
610
$22.5K 0.01%
600
611
$22.5K 0.01%
1,599
612
$22.3K 0.01%
187
613
$22.3K 0.01%
115
614
$22.3K 0.01%
958
615
$22.2K 0.01%
206
616
$22.2K 0.01%
186
617
$22.2K 0.01%
500
618
$22.2K 0.01%
2,666
+666
619
$22.1K 0.01%
250
620
$22.1K 0.01%
392
621
$22.1K 0.01%
338
+80
622
$21.9K 0.01%
174
623
$21.7K 0.01%
103
624
$21.4K 0.01%
200
625
$21.3K 0.01%
462
+1