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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$22.5K 0.01%
106
627
$22.4K 0.01%
1,125
628
$22.3K 0.01%
46
+31
629
$22.2K 0.01%
1,000
630
$22.2K 0.01%
249
-1
631
$22.1K 0.01%
269
632
$22.1K 0.01%
806
633
$22K 0.01%
274
634
$21.9K 0.01%
1,175
-408
635
$21.9K 0.01%
2,072
-34
636
$21.9K 0.01%
+1,292
637
$21.7K ﹤0.01%
663
+621
638
$21.5K ﹤0.01%
134
639
$21.5K ﹤0.01%
222
640
$21.5K ﹤0.01%
360
641
$21.5K ﹤0.01%
1,832
+532
642
$21.5K ﹤0.01%
979
643
$21.5K ﹤0.01%
121
644
$21.3K ﹤0.01%
174
645
$21.3K ﹤0.01%
89
646
$21K ﹤0.01%
253
-1
647
$20.9K ﹤0.01%
700
648
$20.7K ﹤0.01%
100
649
$20.6K ﹤0.01%
350
650
$20.5K ﹤0.01%
397
+365