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
$460M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Sells

1 +$583K
2 +$463K
3 +$342K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$307K
5
BA icon
Boeing
BA
+$252K

Sector Composition

1 Technology 12.38%
2 Healthcare 4.98%
3 Financials 4.79%
4 Consumer Discretionary 3.14%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$21.6K ﹤0.01%
1,021
+12
652
$21.4K ﹤0.01%
222
653
$21.4K ﹤0.01%
253
654
$21.3K ﹤0.01%
253
655
$21.1K ﹤0.01%
274
656
$21K ﹤0.01%
350
657
$20.8K ﹤0.01%
397
658
$20.8K ﹤0.01%
397
659
$20.7K ﹤0.01%
98
660
$20.7K ﹤0.01%
360
661
$20.6K ﹤0.01%
+127
662
$20.6K ﹤0.01%
1,631
663
$20.4K ﹤0.01%
195
664
$20.2K ﹤0.01%
339
665
$20.2K ﹤0.01%
710
666
$20.1K ﹤0.01%
1,292
667
$20.1K ﹤0.01%
134
668
$20K ﹤0.01%
279
669
$20K ﹤0.01%
361
670
$19.9K ﹤0.01%
750
671
$19.7K ﹤0.01%
47
+1
672
$19.7K ﹤0.01%
1,000
673
$19.2K ﹤0.01%
377
674
$19.1K ﹤0.01%
437
675
$19K ﹤0.01%
4,084