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
$201M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.17%
2 Healthcare 9.8%
3 Financials 6.09%
4 Consumer Discretionary 5.53%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$8K ﹤0.01%
133
677
$8K ﹤0.01%
805
+625
678
$8K ﹤0.01%
133
679
$8K ﹤0.01%
291
680
$8K ﹤0.01%
221
681
$8K ﹤0.01%
67
682
$8K ﹤0.01%
35
683
$8K ﹤0.01%
100
684
$8K ﹤0.01%
17
685
$8K ﹤0.01%
143
686
$8K ﹤0.01%
+97
687
$8K ﹤0.01%
159
688
$8K ﹤0.01%
+1,002
689
$8K ﹤0.01%
77
690
$8K ﹤0.01%
147
691
$8K ﹤0.01%
317
692
$8K ﹤0.01%
221
693
$8K ﹤0.01%
25
694
$8K ﹤0.01%
218
695
$8K ﹤0.01%
+214
696
$8K ﹤0.01%
202
697
$8K ﹤0.01%
+107
698
$8K ﹤0.01%
+758
699
$8K ﹤0.01%
1,000
700
$8K ﹤0.01%
+500