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
$200M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Sells

1 +$499K
2 +$269K
3 +$200K
4
BABA icon
Alibaba
BABA
+$175K
5
UGI icon
UGI
UGI
+$165K

Sector Composition

1 Technology 17.28%
2 Healthcare 10.8%
3 Financials 6.02%
4 Consumer Discretionary 6%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$8K ﹤0.01%
133
627
$8K ﹤0.01%
333
628
$8K ﹤0.01%
280
629
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221
630
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631
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1,000
632
$8K ﹤0.01%
+113
633
$8K ﹤0.01%
73
634
$8K ﹤0.01%
141
635
$8K ﹤0.01%
73
636
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288
637
$8K ﹤0.01%
305
638
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200
639
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456
640
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608
641
$8K ﹤0.01%
104
642
$8K ﹤0.01%
24
643
$8K ﹤0.01%
80
+12
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$7K ﹤0.01%
1,000
645
$7K ﹤0.01%
69
646
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38
647
$7K ﹤0.01%
32
648
$7K ﹤0.01%
145
649
$7K ﹤0.01%
73
650
$7K ﹤0.01%
133