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
$302M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Sells

1 +$761K
2 +$466K
3 +$409K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$382K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$229K

Sector Composition

1 Technology 14.79%
2 Healthcare 7.71%
3 Financials 4.51%
4 Consumer Discretionary 4.16%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$15.8K 0.01%
1,379
627
$15.8K 0.01%
138
628
$15.7K 0.01%
82
+29
629
$15.7K 0.01%
979
630
$15.6K 0.01%
226
631
$15.6K 0.01%
265
+215
632
$15.6K 0.01%
115
633
$15.5K 0.01%
142
634
$15.5K 0.01%
71
+16
635
$15.4K 0.01%
2,380
+57
636
$15.3K 0.01%
640
637
$15.3K 0.01%
812
638
$15.2K 0.01%
700
639
$15.2K 0.01%
1,953
640
$15.2K 0.01%
554
641
$15.2K 0.01%
227
642
$15.1K 0.01%
888
+19
643
$15.1K 0.01%
2,000
644
$15K 0.01%
44
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645
$15K 0.01%
494
+176
646
$15K 0.01%
+110
647
$14.6K ﹤0.01%
137
648
$14.5K ﹤0.01%
99
649
$14.4K ﹤0.01%
750
650
$14.4K ﹤0.01%
172