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
$297M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,412
New
Increased
Reduced
Closed

Top Sells

1 +$778K
2 +$393K
3 +$308K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$292K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$192K

Sector Composition

1 Technology 13.76%
2 Healthcare 7.44%
3 Financials 4.7%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$13.3K ﹤0.01%
1,000
652
$13.1K ﹤0.01%
30
653
$13.1K ﹤0.01%
227
654
$13.1K ﹤0.01%
178
655
$13K ﹤0.01%
785
656
$13K ﹤0.01%
156
657
$12.9K ﹤0.01%
812
658
$12.8K ﹤0.01%
560
659
$12.7K ﹤0.01%
254
660
$12.6K ﹤0.01%
26
661
$12.4K ﹤0.01%
2,560
662
$12.4K ﹤0.01%
133
663
$12.3K ﹤0.01%
710
664
$12.2K ﹤0.01%
275
665
$12.1K ﹤0.01%
123
666
$12.1K ﹤0.01%
148
667
$12.1K ﹤0.01%
+226
668
$11.9K ﹤0.01%
108
669
$11.9K ﹤0.01%
368
670
$11.9K ﹤0.01%
172
671
$11.8K ﹤0.01%
162
672
$11.7K ﹤0.01%
133
673
$11.7K ﹤0.01%
52
674
$11.7K ﹤0.01%
258
-19
675
$11.7K ﹤0.01%
200