KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
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 +$662K
2 +$481K
3 +$247K
4
GE icon
GE Aerospace
GE
+$209K
5
BIIB icon
Biogen
BIIB
+$135K

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%
+100
652
$7K ﹤0.01%
246
653
$7K ﹤0.01%
+350
654
$7K ﹤0.01%
1,000
655
$7K ﹤0.01%
489
656
$7K ﹤0.01%
175
657
$7K ﹤0.01%
234
658
$7K ﹤0.01%
288
+200
659
$7K ﹤0.01%
305
660
$7K ﹤0.01%
143
661
$7K ﹤0.01%
456
662
$7K ﹤0.01%
77
663
$7K ﹤0.01%
104
+50
664
$7K ﹤0.01%
35
665
$7K ﹤0.01%
68
666
$7K ﹤0.01%
25
667
$6K ﹤0.01%
548
668
$6K ﹤0.01%
966
669
$6K ﹤0.01%
120
670
$6K ﹤0.01%
235
671
$6K ﹤0.01%
125
672
$6K ﹤0.01%
115
+29
673
$6K ﹤0.01%
+123
674
$6K ﹤0.01%
421
675
$6K ﹤0.01%
64
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