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
$274M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.74%
2 Healthcare 8.19%
3 Financials 4.7%
4 Consumer Staples 4.34%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$12.7K ﹤0.01%
168
627
$12.6K ﹤0.01%
200
628
$12.5K ﹤0.01%
30
-140
629
$12.4K ﹤0.01%
275
630
$12.4K ﹤0.01%
+125
631
$12.3K ﹤0.01%
726
632
$12.3K ﹤0.01%
560
633
$12.2K ﹤0.01%
148
634
$12.2K ﹤0.01%
406
635
$12.2K ﹤0.01%
177
636
$12.1K ﹤0.01%
77
637
$12K ﹤0.01%
55
638
$11.9K ﹤0.01%
309
+3
639
$11.8K ﹤0.01%
162
640
$11.8K ﹤0.01%
98
641
$11.6K ﹤0.01%
118
-10
642
$11.5K ﹤0.01%
1,475
643
$11.5K ﹤0.01%
+461
644
$11.4K ﹤0.01%
417
+100
645
$11.4K ﹤0.01%
42
646
$11.4K ﹤0.01%
426
647
$11.4K ﹤0.01%
254
648
$11.3K ﹤0.01%
68
649
$11.3K ﹤0.01%
425
650
$11.3K ﹤0.01%
132