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
$452M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Sells

1 +$461K
2 +$384K
3 +$357K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$246K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Technology 13.38%
2 Healthcare 5.5%
3 Financials 4.61%
4 Consumer Discretionary 3.5%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$22.7K 0.01%
36
627
$22.7K 0.01%
498
+68
628
$22.6K 0.01%
200
629
$22.6K 0.01%
89
+23
630
$22.3K ﹤0.01%
2,108
+932
631
$22.2K ﹤0.01%
1,631
632
$22.2K ﹤0.01%
44
633
$22.1K ﹤0.01%
600
634
$21.9K ﹤0.01%
576
635
$21.9K ﹤0.01%
360
636
$21.8K ﹤0.01%
979
637
$21.8K ﹤0.01%
274
638
$21.6K ﹤0.01%
196
639
$21.4K ﹤0.01%
174
640
$21.3K ﹤0.01%
958
641
$21.3K ﹤0.01%
110
642
$21.3K ﹤0.01%
99
643
$21.3K ﹤0.01%
134
644
$21.2K ﹤0.01%
700
645
$20.6K ﹤0.01%
279
646
$20.5K ﹤0.01%
1,657
647
$20.4K ﹤0.01%
1,953
648
$20.2K ﹤0.01%
726
649
$20.1K ﹤0.01%
222
650
$19.8K ﹤0.01%
4,084