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
$274M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.74%
2 Healthcare 8.19%
3 Financials 4.7%
4 Consumer Staples 4.34%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$11.2K ﹤0.01%
152
652
$11.2K ﹤0.01%
302
653
$11.1K ﹤0.01%
103
654
$11.1K ﹤0.01%
430
655
$11K ﹤0.01%
333
+200
656
$11K ﹤0.01%
75
657
$10.8K ﹤0.01%
318
658
$10.8K ﹤0.01%
52
659
$10.8K ﹤0.01%
254
660
$10.8K ﹤0.01%
405
661
$10.8K ﹤0.01%
71
662
$10.7K ﹤0.01%
250
663
$10.6K ﹤0.01%
228
664
$10.6K ﹤0.01%
378
665
$10.6K ﹤0.01%
408
+9
666
$10.5K ﹤0.01%
220
+150
667
$10.5K ﹤0.01%
61
668
$10.5K ﹤0.01%
148
669
$10.5K ﹤0.01%
135
670
$10.4K ﹤0.01%
103
671
$10.3K ﹤0.01%
114
+66
672
$10.3K ﹤0.01%
141
-429
673
$10.2K ﹤0.01%
100
674
$10.1K ﹤0.01%
139
675
$10.1K ﹤0.01%
106