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
$212M
AUM Growth
-$994K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$411K
2 +$372K
3 +$130K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$65K
5
CTXS
Citrix Systems Inc
CTXS
+$8K

Sector Composition

1 Technology 13.94%
2 Healthcare 10.09%
3 Financials 5.25%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$10.2K ﹤0.01%
61
627
$10.2K ﹤0.01%
68
628
$10.1K ﹤0.01%
172
629
$9.94K ﹤0.01%
135
630
$9.86K ﹤0.01%
406
631
$9.81K ﹤0.01%
132
632
$9.76K ﹤0.01%
75
633
$9.73K ﹤0.01%
177
634
$9.72K ﹤0.01%
172
635
$9.71K ﹤0.01%
162
636
$9.56K ﹤0.01%
51
637
$9.52K ﹤0.01%
378
638
$9.48K ﹤0.01%
106
639
$9.39K ﹤0.01%
357
640
$9.34K ﹤0.01%
115
641
$9.18K ﹤0.01%
1,500
642
$9.13K ﹤0.01%
100
643
$9.12K ﹤0.01%
430
644
$9.11K ﹤0.01%
103
645
$9.09K ﹤0.01%
283
646
$9.07K ﹤0.01%
156
647
$9.05K ﹤0.01%
750
648
$9K ﹤0.01%
100
649
$8.96K ﹤0.01%
366
650
$8.94K ﹤0.01%
250