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

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%
305
627
$8K ﹤0.01%
200
628
$8K ﹤0.01%
159
629
$8K ﹤0.01%
456
630
$8K ﹤0.01%
608
631
$8K ﹤0.01%
104
632
$8K ﹤0.01%
24
633
$8K ﹤0.01%
80
+12
634
$8K ﹤0.01%
666
635
$8K ﹤0.01%
320
636
$8K ﹤0.01%
133
637
$8K ﹤0.01%
333
638
$8K ﹤0.01%
280
639
$8K ﹤0.01%
221
640
$8K ﹤0.01%
202
641
$8K ﹤0.01%
1,000
642
$8K ﹤0.01%
+113
643
$8K ﹤0.01%
73
644
$7K ﹤0.01%
157
645
$7K ﹤0.01%
1,000
646
$7K ﹤0.01%
69
647
$7K ﹤0.01%
38
648
$7K ﹤0.01%
32
649
$7K ﹤0.01%
145
650
$7K ﹤0.01%
73