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
$460M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Sells

1 +$583K
2 +$463K
3 +$342K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$307K
5
BA icon
Boeing
BA
+$252K

Sector Composition

1 Technology 12.38%
2 Healthcare 4.98%
3 Financials 4.79%
4 Consumer Discretionary 3.14%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$23.6K 0.01%
200
627
$23.4K 0.01%
258
628
$23.3K 0.01%
187
629
$23.1K 0.01%
42
+27
630
$23K 0.01%
135
+99
631
$23K 0.01%
806
632
$23K 0.01%
+176
633
$23K 0.01%
610
634
$22.8K 0.01%
1,599
635
$22.8K 0.01%
187
636
$22.7K ﹤0.01%
900
637
$22.7K ﹤0.01%
576
638
$22.7K ﹤0.01%
1,953
639
$22.6K ﹤0.01%
249
640
$22.4K ﹤0.01%
64
+4
641
$22.3K ﹤0.01%
484
642
$22.2K ﹤0.01%
2,072
643
$22.2K ﹤0.01%
186
644
$22K ﹤0.01%
200
645
$22K ﹤0.01%
201
-28
646
$21.9K ﹤0.01%
992
+452
647
$21.9K ﹤0.01%
36
648
$21.8K ﹤0.01%
165
649
$21.7K ﹤0.01%
2,108
650
$21.6K ﹤0.01%
251
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