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
$185M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
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%
237
652
$9K ﹤0.01%
423
653
$9K ﹤0.01%
71
654
$9K ﹤0.01%
77
655
$9K ﹤0.01%
333
656
$9K ﹤0.01%
156
657
$9K ﹤0.01%
1,250
658
$9K ﹤0.01%
172
659
$9K ﹤0.01%
302
660
$9K ﹤0.01%
106
661
$9K ﹤0.01%
275
662
$9K ﹤0.01%
450
663
$9K ﹤0.01%
343
664
$9K ﹤0.01%
2,000
665
$9K ﹤0.01%
250
666
$9K ﹤0.01%
1,360
667
$9K ﹤0.01%
+444
668
$9K ﹤0.01%
+7,500
669
$8K ﹤0.01%
133
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