KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,485
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.26%
2 Financials 5.24%
3 Healthcare 4.96%
4 Consumer Discretionary 3.1%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$26.7K 0.01%
115
627
$26.6K 0.01%
176
628
$26.5K 0.01%
186
629
$26.3K 0.01%
456
630
$26.1K 0.01%
773
631
$26.1K 0.01%
54
632
$25.6K 0.01%
338
633
$25.5K 0.01%
148
-249
634
$25.3K 0.01%
187
635
$25.2K 0.01%
127
636
$25.1K 0.01%
36
637
$25.1K 0.01%
1,832
638
$24.7K 0.01%
1,599
639
$24.7K 0.01%
269
640
$24.7K 0.01%
576
641
$24.7K 0.01%
195
642
$24.6K ﹤0.01%
200
643
$24.4K ﹤0.01%
234
-500
644
$24.3K ﹤0.01%
270
645
$24.3K ﹤0.01%
200
646
$24.2K ﹤0.01%
992
647
$24.2K ﹤0.01%
459
+62
648
$24.2K ﹤0.01%
1,109
649
$24.1K ﹤0.01%
610
650
$23.9K ﹤0.01%
1,000