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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$21.2K 0.01%
1,342
627
$21.2K 0.01%
360
628
$21.1K 0.01%
320
629
$20.9K 0.01%
470
630
$20.8K 0.01%
700
631
$20.8K 0.01%
460
632
$20.7K 0.01%
576
633
$20.6K ﹤0.01%
136
+5
634
$20.4K ﹤0.01%
155
+60
635
$20K ﹤0.01%
274
636
$19.9K ﹤0.01%
256
637
$19.7K ﹤0.01%
726
638
$19.6K ﹤0.01%
99
639
$19.6K ﹤0.01%
279
640
$19.6K ﹤0.01%
145
641
$19.4K ﹤0.01%
1,953
642
$19.2K ﹤0.01%
139
+4
643
$19.2K ﹤0.01%
1,657
644
$19K ﹤0.01%
222
645
$19K ﹤0.01%
352
+87
646
$18.9K ﹤0.01%
44
647
$18.9K ﹤0.01%
1,379
648
$18.6K ﹤0.01%
430
+172
649
$18.4K ﹤0.01%
391
650
$18.3K ﹤0.01%
254