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
$452M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Sells

1 +$461K
2 +$384K
3 +$357K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$246K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Technology 13.38%
2 Healthcare 5.5%
3 Financials 4.61%
4 Consumer Discretionary 3.5%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$25.2K 0.01%
141
+5
602
$25.2K 0.01%
79
603
$25.2K 0.01%
173
604
$25K 0.01%
2,666
605
$24.9K 0.01%
229
+1
606
$24.9K 0.01%
350
607
$24.9K 0.01%
186
608
$24.8K 0.01%
258
609
$24.6K 0.01%
380
610
$24.3K 0.01%
269
+13
611
$24.2K 0.01%
456
612
$24.1K 0.01%
254
613
$24K 0.01%
308
+14
614
$23.9K 0.01%
27
-6
615
$23.7K 0.01%
1,009
+8
616
$23.6K 0.01%
106
+3
617
$23.6K 0.01%
900
618
$23.6K 0.01%
187
619
$23.6K 0.01%
186
+4
620
$23.4K 0.01%
1,599
621
$23.4K 0.01%
250
622
$23.2K 0.01%
392
623
$23.1K 0.01%
473
+13
624
$23.1K 0.01%
1,342
625
$23K 0.01%
+185