KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Sells

1 +$662K
2 +$481K
3 +$247K
4
GE icon
GE Aerospace
GE
+$209K
5
BIIB icon
Biogen
BIIB
+$135K

Sector Composition

1 Technology 15.48%
2 Healthcare 10.85%
3 Communication Services 7.05%
4 Financials 6.61%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$6K ﹤0.01%
24
677
$6K ﹤0.01%
+117
678
$6K ﹤0.01%
119
679
$6K ﹤0.01%
200
680
$6K ﹤0.01%
69
681
$6K ﹤0.01%
38
+3
682
$6K ﹤0.01%
106
683
$6K ﹤0.01%
157
684
$6K ﹤0.01%
277
685
$6K ﹤0.01%
109
686
$6K ﹤0.01%
157
687
$6K ﹤0.01%
488
688
$6K ﹤0.01%
312
689
$5K ﹤0.01%
75
690
$5K ﹤0.01%
+2,500
691
$5K ﹤0.01%
163
692
$5K ﹤0.01%
800
693
$5K ﹤0.01%
120
694
$5K ﹤0.01%
+250
695
$5K ﹤0.01%
100
696
$5K ﹤0.01%
34
697
$5K ﹤0.01%
432
698
$5K ﹤0.01%
+325
699
$5K ﹤0.01%
400
700
$5K ﹤0.01%
333