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
$460M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Sells

1 +$583K
2 +$463K
3 +$342K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$307K
5
BA icon
Boeing
BA
+$252K

Sector Composition

1 Technology 12.38%
2 Healthcare 4.98%
3 Financials 4.79%
4 Consumer Discretionary 3.14%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$25.8K 0.01%
270
+15
602
$25.4K 0.01%
+220
603
$25.4K 0.01%
728
604
$25.4K 0.01%
100
605
$25.4K 0.01%
1,002
606
$25.4K 0.01%
+13
607
$25.3K 0.01%
141
608
$25.2K 0.01%
89
609
$25.2K 0.01%
38
610
$25.1K 0.01%
500
611
$25.1K 0.01%
195
612
$25K 0.01%
79
613
$25K 0.01%
1,832
614
$24.9K 0.01%
1,109
615
$24.7K 0.01%
269
616
$24.7K 0.01%
392
617
$24.6K 0.01%
231
+1
618
$24.5K 0.01%
1,328
619
$24.4K 0.01%
451
620
$24.3K 0.01%
112
621
$24.3K 0.01%
456
622
$24.2K 0.01%
186
623
$24.1K 0.01%
700
624
$24.1K 0.01%
993
+743
625
$23.7K 0.01%
773