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
$212M
AUM Growth
-$994K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$411K
2 +$372K
3 +$130K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$65K
5
CTXS
Citrix Systems Inc
CTXS
+$8K

Sector Composition

1 Technology 13.94%
2 Healthcare 10.09%
3 Financials 5.25%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$8.16K ﹤0.01%
99
677
$8.11K ﹤0.01%
219
678
$8.09K ﹤0.01%
423
679
$8.08K ﹤0.01%
62
680
$8.07K ﹤0.01%
1,250
681
$8.05K ﹤0.01%
25
682
$8.05K ﹤0.01%
160
683
$8.01K ﹤0.01%
43
684
$7.98K ﹤0.01%
42
685
$7.95K ﹤0.01%
700
686
$7.9K ﹤0.01%
250
687
$7.84K ﹤0.01%
139
688
$7.83K ﹤0.01%
317
689
$7.79K ﹤0.01%
107
690
$7.77K ﹤0.01%
206
691
$7.74K ﹤0.01%
2,382
692
$7.67K ﹤0.01%
119
693
$7.67K ﹤0.01%
148
694
$7.58K ﹤0.01%
200
695
$7.53K ﹤0.01%
211
696
$7.53K ﹤0.01%
437
697
$7.52K ﹤0.01%
2,000
698
$7.49K ﹤0.01%
157
699
$7.46K ﹤0.01%
298
700
$7.4K ﹤0.01%
159