KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Sells

1 +$204K
2 +$202K
3 +$168K
4
NEE icon
NextEra Energy
NEE
+$150K
5
JNJ icon
Johnson & Johnson
JNJ
+$109K

Sector Composition

1 Technology 15.7%
2 Healthcare 11.12%
3 Communication Services 7.24%
4 Financials 6.48%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$7K ﹤0.01%
145
627
$7K ﹤0.01%
25
628
$7K ﹤0.01%
317
629
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+280
630
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631
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632
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633
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750
634
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96
635
$7K ﹤0.01%
246
-564
636
$7K ﹤0.01%
489
637
$7K ﹤0.01%
966
638
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639
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640
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641
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234
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642
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1,500
645
$7K ﹤0.01%
68
646
$7K ﹤0.01%
39
647
$7K ﹤0.01%
21
648
$7K ﹤0.01%
34
649
$7K ﹤0.01%
32
650
$7K ﹤0.01%
+150