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
$452M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Sells

1 +$461K
2 +$384K
3 +$357K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$246K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Technology 13.38%
2 Healthcare 5.5%
3 Financials 4.61%
4 Consumer Discretionary 3.5%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$19.7K ﹤0.01%
118
652
$19.6K ﹤0.01%
121
+3
653
$19.6K ﹤0.01%
255
+30
654
$19.5K ﹤0.01%
1,379
655
$19.4K ﹤0.01%
139
656
$19.3K ﹤0.01%
424
657
$19.1K ﹤0.01%
133
658
$19.1K ﹤0.01%
241
+51
659
$19K ﹤0.01%
1,021
+30
660
$19K ﹤0.01%
100
661
$18.9K ﹤0.01%
772
662
$18.8K ﹤0.01%
290
663
$18.8K ﹤0.01%
226
664
$18.8K ﹤0.01%
219
665
$18.6K ﹤0.01%
315
666
$18.4K ﹤0.01%
470
667
$18.2K ﹤0.01%
554
668
$18.1K ﹤0.01%
103
669
$18.1K ﹤0.01%
432
+41
670
$18K ﹤0.01%
170
671
$17.9K ﹤0.01%
750
672
$17.8K ﹤0.01%
806
+21
673
$17.8K ﹤0.01%
1,277
+13
674
$17.6K ﹤0.01%
410
675
$17.6K ﹤0.01%
52