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

Top Buys

1 +$1.41M
2 +$847K
3 +$749K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$712K
5
UNH icon
UnitedHealth
UNH
+$675K

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%
666
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%
317
684
$8K ﹤0.01%
221
685
$8K ﹤0.01%
25
686
$8K ﹤0.01%
218
687
$8K ﹤0.01%
+214
688
$8K ﹤0.01%
202
689
$8K ﹤0.01%
+107
690
$8K ﹤0.01%
+758
691
$8K ﹤0.01%
1,000
692
$8K ﹤0.01%
+500
693
$8K ﹤0.01%
27
694
$8K ﹤0.01%
143
695
$8K ﹤0.01%
100
696
$8K ﹤0.01%
17
697
$8K ﹤0.01%
143
698
$8K ﹤0.01%
+97
699
$8K ﹤0.01%
159
700
$8K ﹤0.01%
+1,002