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
$200M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.28%
2 Healthcare 10.8%
3 Financials 6.02%
4 Consumer Discretionary 6%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$6K ﹤0.01%
106
677
$6K ﹤0.01%
750
678
$6K ﹤0.01%
19
679
$6K ﹤0.01%
277
680
$6K ﹤0.01%
202
-140
681
$6K ﹤0.01%
84
682
$6K ﹤0.01%
785
683
$6K ﹤0.01%
83
684
$6K ﹤0.01%
227
685
$6K ﹤0.01%
966
686
$6K ﹤0.01%
120
687
$6K ﹤0.01%
235
688
$6K ﹤0.01%
125
689
$6K ﹤0.01%
99
690
$6K ﹤0.01%
115
691
$6K ﹤0.01%
+35
692
$6K ﹤0.01%
123
693
$6K ﹤0.01%
428
694
$6K ﹤0.01%
35
+1
695
$6K ﹤0.01%
421
696
$6K ﹤0.01%
64
697
$6K ﹤0.01%
61
698
$6K ﹤0.01%
812
+12
699
$6K ﹤0.01%
119
700
$6K ﹤0.01%
200