KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$16.2K ﹤0.01%
115
652
$16.2K ﹤0.01%
745
653
$16.2K ﹤0.01%
958
+48
654
$15.8K ﹤0.01%
187
655
$15.7K ﹤0.01%
275
656
$15.6K ﹤0.01%
178
657
$15.4K ﹤0.01%
258
658
$15.3K ﹤0.01%
103
659
$15.2K ﹤0.01%
1,386
660
$15.2K ﹤0.01%
82
661
$15.1K ﹤0.01%
162
662
$14.9K ﹤0.01%
554
663
$14.9K ﹤0.01%
265
664
$14.8K ﹤0.01%
500
665
$14.7K ﹤0.01%
700
666
$14.6K ﹤0.01%
148
667
$14.6K ﹤0.01%
26
668
$14.6K ﹤0.01%
290
669
$14.5K ﹤0.01%
560
670
$14.5K ﹤0.01%
139
671
$14.4K ﹤0.01%
710
672
$14.4K ﹤0.01%
133
673
$14.4K ﹤0.01%
785
674
$14.4K ﹤0.01%
100
675
$14.2K ﹤0.01%
148