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
$302M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Sells

1 +$761K
2 +$466K
3 +$409K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$382K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$229K

Sector Composition

1 Technology 14.79%
2 Healthcare 7.71%
3 Financials 4.51%
4 Consumer Discretionary 4.16%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$14.3K ﹤0.01%
726
652
$14.3K ﹤0.01%
750
653
$14K ﹤0.01%
162
654
$14K ﹤0.01%
2,560
655
$13.9K ﹤0.01%
128
+94
656
$13.9K ﹤0.01%
224
657
$13.8K ﹤0.01%
+646
658
$13.8K ﹤0.01%
+277
659
$13.5K ﹤0.01%
254
+96
660
$13.5K ﹤0.01%
785
+446
661
$13.5K ﹤0.01%
+239
662
$13.4K ﹤0.01%
118
663
$13.4K ﹤0.01%
148
664
$12.9K ﹤0.01%
275
665
$12.8K ﹤0.01%
710
666
$12.7K ﹤0.01%
133
667
$12.7K ﹤0.01%
89
668
$12.6K ﹤0.01%
200
669
$12.6K ﹤0.01%
492
670
$12.6K ﹤0.01%
123
+89
671
$12.5K ﹤0.01%
+70
672
$12.5K ﹤0.01%
26
+9
673
$12.4K ﹤0.01%
187
+10
674
$12.4K ﹤0.01%
+195
675
$12.4K ﹤0.01%
406