KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$18.4K ﹤0.01%
99
627
$18.4K ﹤0.01%
256
+211
628
$18.4K ﹤0.01%
1,657
629
$18.3K ﹤0.01%
424
630
$18.3K ﹤0.01%
315
631
$18.2K ﹤0.01%
138
632
$18.1K ﹤0.01%
222
633
$18.1K ﹤0.01%
726
634
$18K ﹤0.01%
4,084
635
$17.8K ﹤0.01%
206
636
$17.8K ﹤0.01%
226
637
$17.7K ﹤0.01%
772
638
$17.6K ﹤0.01%
979
639
$17.2K ﹤0.01%
265
640
$17.1K ﹤0.01%
52
641
$17K ﹤0.01%
118
642
$16.9K ﹤0.01%
225
643
$16.8K ﹤0.01%
750
644
$16.7K ﹤0.01%
44
645
$16.6K ﹤0.01%
1,246
+8
646
$16.5K ﹤0.01%
133
647
$16.5K ﹤0.01%
+400
648
$16.5K ﹤0.01%
215
649
$16.3K ﹤0.01%
37
650
$16.2K ﹤0.01%
1,953