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
$185M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.14%
2 Healthcare 10.22%
3 Financials 5.85%
4 Consumer Discretionary 4.66%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$9K ﹤0.01%
+7,500
652
$9K ﹤0.01%
178
+150
653
$9K ﹤0.01%
96
654
$9K ﹤0.01%
237
655
$9K ﹤0.01%
423
656
$9K ﹤0.01%
71
657
$9K ﹤0.01%
77
658
$9K ﹤0.01%
333
659
$9K ﹤0.01%
156
660
$9K ﹤0.01%
1,250
661
$9K ﹤0.01%
172
662
$9K ﹤0.01%
302
663
$9K ﹤0.01%
106
664
$9K ﹤0.01%
275
665
$9K ﹤0.01%
450
666
$9K ﹤0.01%
343
667
$9K ﹤0.01%
2,000
668
$9K ﹤0.01%
250
669
$8K ﹤0.01%
666
670
$8K ﹤0.01%
206
671
$8K ﹤0.01%
118
672
$8K ﹤0.01%
188
673
$8K ﹤0.01%
133
674
$8K ﹤0.01%
+74
675
$8K ﹤0.01%
106