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
$177M
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Sells

1 +$640K
2 +$466K
3 +$246K
4
GE icon
GE Aerospace
GE
+$209K
5
BIIB icon
Biogen
BIIB
+$116K

Sector Composition

1 Technology 15.48%
2 Healthcare 10.85%
3 Communication Services 7.05%
4 Financials 6.61%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$7K ﹤0.01%
96
652
$7K ﹤0.01%
+100
653
$7K ﹤0.01%
246
654
$7K ﹤0.01%
+350
655
$7K ﹤0.01%
1,000
656
$7K ﹤0.01%
489
657
$7K ﹤0.01%
175
658
$7K ﹤0.01%
234
659
$7K ﹤0.01%
288
+200
660
$7K ﹤0.01%
305
661
$7K ﹤0.01%
143
662
$7K ﹤0.01%
25
663
$7K ﹤0.01%
456
664
$7K ﹤0.01%
77
665
$7K ﹤0.01%
104
+50
666
$7K ﹤0.01%
35
667
$6K ﹤0.01%
312
668
$6K ﹤0.01%
488
669
$6K ﹤0.01%
548
670
$6K ﹤0.01%
69
671
$6K ﹤0.01%
38
+3
672
$6K ﹤0.01%
106
673
$6K ﹤0.01%
157
674
$6K ﹤0.01%
277
675
$6K ﹤0.01%
109