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
$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%
96
652
$9K ﹤0.01%
237
653
$9K ﹤0.01%
423
654
$9K ﹤0.01%
71
655
$9K ﹤0.01%
77
656
$9K ﹤0.01%
333
657
$9K ﹤0.01%
156
658
$9K ﹤0.01%
1,250
659
$9K ﹤0.01%
172
660
$9K ﹤0.01%
302
661
$9K ﹤0.01%
106
662
$9K ﹤0.01%
275
663
$9K ﹤0.01%
450
664
$9K ﹤0.01%
343
665
$9K ﹤0.01%
2,000
666
$9K ﹤0.01%
250
667
$9K ﹤0.01%
1,360
668
$9K ﹤0.01%
+7,500
669
$8K ﹤0.01%
317
670
$8K ﹤0.01%
221
671
$8K ﹤0.01%
133
672
$8K ﹤0.01%
206
673
$8K ﹤0.01%
118
674
$8K ﹤0.01%
188
675
$8K ﹤0.01%
133