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
$366M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.19%
2 Healthcare 6.15%
3 Financials 4.67%
4 Consumer Discretionary 3.94%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$14.4K ﹤0.01%
100
652
$14.3K ﹤0.01%
500
653
$14.3K ﹤0.01%
30
654
$14.3K ﹤0.01%
178
655
$14.3K ﹤0.01%
225
656
$14.3K ﹤0.01%
44
657
$14.2K ﹤0.01%
+265
658
$14.2K ﹤0.01%
275
659
$14.2K ﹤0.01%
26
660
$14.2K ﹤0.01%
258
661
$14.1K ﹤0.01%
456
662
$14.1K ﹤0.01%
290
-107
663
$14.1K ﹤0.01%
162
664
$14K ﹤0.01%
700
665
$13.8K ﹤0.01%
37
666
$13.8K ﹤0.01%
785
667
$13.8K ﹤0.01%
148
668
$13.6K ﹤0.01%
710
669
$13.5K ﹤0.01%
137
670
$13.2K ﹤0.01%
103
671
$13.1K ﹤0.01%
172
672
$13K ﹤0.01%
799
673
$13K ﹤0.01%
1,386
674
$13K ﹤0.01%
227
675
$12.9K ﹤0.01%
406