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
$297M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,412
New
Increased
Reduced
Closed

Top Sells

1 +$778K
2 +$393K
3 +$308K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$292K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$192K

Sector Composition

1 Technology 13.76%
2 Healthcare 7.44%
3 Financials 4.7%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$14.9K 0.01%
1,657
627
$14.9K 0.01%
51
-12
628
$14.9K 0.01%
1,379
629
$14.8K 0.01%
1,953
630
$14.6K ﹤0.01%
142
631
$14.6K ﹤0.01%
222
+86
632
$14.5K ﹤0.01%
137
633
$14.5K ﹤0.01%
2,441
+61
634
$14.4K ﹤0.01%
1,000
635
$14.4K ﹤0.01%
99
636
$14.3K ﹤0.01%
118
637
$14.2K ﹤0.01%
910
+22
638
$14.1K ﹤0.01%
138
639
$14K ﹤0.01%
36
+9
640
$14K ﹤0.01%
750
641
$14K ﹤0.01%
82
642
$13.8K ﹤0.01%
44
643
$13.7K ﹤0.01%
128
644
$13.7K ﹤0.01%
500
645
$13.7K ﹤0.01%
302
646
$13.7K ﹤0.01%
110
647
$13.7K ﹤0.01%
554
648
$13.6K ﹤0.01%
225
+30
649
$13.6K ﹤0.01%
726
650
$13.3K ﹤0.01%
646