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
$200M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Sells

1 +$499K
2 +$269K
3 +$200K
4
BABA icon
Alibaba
BABA
+$175K
5
UGI icon
UGI
UGI
+$165K

Sector Composition

1 Technology 17.28%
2 Healthcare 10.8%
3 Financials 6.02%
4 Consumer Discretionary 6%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$7K ﹤0.01%
117
652
$7K ﹤0.01%
96
653
$7K ﹤0.01%
100
654
$7K ﹤0.01%
+371
655
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454
656
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+100
657
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658
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350
659
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56
660
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157
661
$7K ﹤0.01%
489
662
$7K ﹤0.01%
100
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175
664
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234
665
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666
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+88
667
$7K ﹤0.01%
1,500
668
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669
$7K ﹤0.01%
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670
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-412
671
$6K ﹤0.01%
19
672
$6K ﹤0.01%
34
+10
673
$6K ﹤0.01%
100
674
$6K ﹤0.01%
275
675
$6K ﹤0.01%
333