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

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%
133
652
$7K ﹤0.01%
117
653
$7K ﹤0.01%
96
654
$7K ﹤0.01%
100
655
$7K ﹤0.01%
+371
656
$7K ﹤0.01%
454
657
$7K ﹤0.01%
+100
658
$7K ﹤0.01%
246
659
$7K ﹤0.01%
350
660
$7K ﹤0.01%
56
661
$7K ﹤0.01%
489
662
$7K ﹤0.01%
100
663
$7K ﹤0.01%
229
-412
664
$7K ﹤0.01%
175
665
$7K ﹤0.01%
234
666
$7K ﹤0.01%
143
667
$7K ﹤0.01%
+88
668
$7K ﹤0.01%
1,500
669
$7K ﹤0.01%
35
670
$7K ﹤0.01%
75
671
$6K ﹤0.01%
300
672
$6K ﹤0.01%
34
+10
673
$6K ﹤0.01%
100
674
$6K ﹤0.01%
275
675
$6K ﹤0.01%
333