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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$25.2K 0.01%
400
602
$25.2K 0.01%
750
603
$25.1K 0.01%
+610
604
$24.9K 0.01%
392
605
$24.8K 0.01%
186
606
$24.7K 0.01%
456
607
$24.7K 0.01%
2,666
608
$24.4K 0.01%
186
609
$24.3K 0.01%
230
+1
610
$24.2K 0.01%
500
611
$24.1K 0.01%
187
612
$24K 0.01%
484
613
$24K 0.01%
195
+189
614
$23.9K 0.01%
1,599
615
$23.9K 0.01%
315
616
$23.7K 0.01%
98
+79
617
$23.7K 0.01%
1,109
+151
618
$23.7K 0.01%
151
619
$23.4K 0.01%
773
+317
620
$23.2K 0.01%
1,009
621
$23.1K 0.01%
112
+9
622
$23K 0.01%
200
623
$23K 0.01%
900
624
$23K 0.01%
451
625
$22.9K 0.01%
36