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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$20.4K ﹤0.01%
576
652
$20.4K ﹤0.01%
1,379
653
$20.2K ﹤0.01%
1,342
654
$20.2K ﹤0.01%
255
655
$20.1K ﹤0.01%
2,108
656
$19.8K ﹤0.01%
158
657
$19.8K ﹤0.01%
473
658
$19.8K ﹤0.01%
+437
659
$19.8K ﹤0.01%
+266
660
$19.7K ﹤0.01%
279
661
$19.6K ﹤0.01%
253
+34
662
$19.3K ﹤0.01%
185
663
$19.2K ﹤0.01%
148
664
$19.2K ﹤0.01%
339
+49
665
$19.1K ﹤0.01%
187
+103
666
$19K ﹤0.01%
9
+4
667
$19K ﹤0.01%
1,273
-65
668
$18.9K ﹤0.01%
424
669
$18.8K ﹤0.01%
1,953
670
$18.6K ﹤0.01%
772
671
$18.4K ﹤0.01%
226
672
$18.3K ﹤0.01%
315
673
$18.3K ﹤0.01%
1,657
674
$18.3K ﹤0.01%
410
675
$18.2K ﹤0.01%
208
+40