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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$18.3K ﹤0.01%
134
652
$18.3K ﹤0.01%
542
+40
653
$18.3K ﹤0.01%
315
654
$18.3K ﹤0.01%
424
655
$18.2K ﹤0.01%
979
656
$18.2K ﹤0.01%
36
657
$18K ﹤0.01%
298
658
$17.9K ﹤0.01%
118
659
$17.8K ﹤0.01%
100
660
$17.5K ﹤0.01%
772
661
$17.3K ﹤0.01%
600
662
$17.3K ﹤0.01%
1,264
+18
663
$17.3K ﹤0.01%
226
664
$17.3K ﹤0.01%
991
+33
665
$17.3K ﹤0.01%
1,631
666
$17.2K ﹤0.01%
4,084
667
$17.2K ﹤0.01%
219
668
$17.1K ﹤0.01%
294
669
$16.8K ﹤0.01%
410
670
$16.8K ﹤0.01%
103
671
$16.7K ﹤0.01%
750
672
$16.6K ﹤0.01%
128
673
$16.5K ﹤0.01%
148
674
$16.5K ﹤0.01%
133
675
$15.9K ﹤0.01%
290