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
$177M
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Sells

1 +$640K
2 +$466K
3 +$246K
4
GE icon
GE Aerospace
GE
+$209K
5
BIIB icon
Biogen
BIIB
+$116K

Sector Composition

1 Technology 15.48%
2 Healthcare 10.85%
3 Communication Services 7.05%
4 Financials 6.61%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$8K ﹤0.01%
119
627
$8K ﹤0.01%
17
628
$8K ﹤0.01%
73
-779
629
$8K ﹤0.01%
200
630
$8K ﹤0.01%
58
631
$8K ﹤0.01%
159
+59
632
$8K ﹤0.01%
608
633
$8K ﹤0.01%
80
634
$8K ﹤0.01%
1,500
635
$8K ﹤0.01%
71
636
$8K ﹤0.01%
27
637
$8K ﹤0.01%
100
638
$8K ﹤0.01%
73
639
$7K ﹤0.01%
196
+55
640
$7K ﹤0.01%
32
641
$7K ﹤0.01%
150
642
$7K ﹤0.01%
145
643
$7K ﹤0.01%
+275
644
$7K ﹤0.01%
317
645
$7K ﹤0.01%
280
646
$7K ﹤0.01%
73
647
$7K ﹤0.01%
133
648
$7K ﹤0.01%
117
649
$7K ﹤0.01%
750
650
$7K ﹤0.01%
96