KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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%
21
627
$7K ﹤0.01%
34
628
$7K ﹤0.01%
32
629
$7K ﹤0.01%
+150
630
$7K ﹤0.01%
145
631
$7K ﹤0.01%
25
632
$7K ﹤0.01%
317
633
$7K ﹤0.01%
+280
634
$7K ﹤0.01%
73
635
$7K ﹤0.01%
133
636
$7K ﹤0.01%
117
637
$7K ﹤0.01%
750
638
$7K ﹤0.01%
96
639
$7K ﹤0.01%
246
-564
640
$7K ﹤0.01%
489
641
$7K ﹤0.01%
966
642
$7K ﹤0.01%
120
643
$7K ﹤0.01%
235
644
$7K ﹤0.01%
175
645
$7K ﹤0.01%
234
+208
646
$7K ﹤0.01%
143
647
$7K ﹤0.01%
24
648
$7K ﹤0.01%
1,500
649
$7K ﹤0.01%
35
650
$7K ﹤0.01%
68