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
$297M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,412
New
Increased
Reduced
Closed

Top Sells

1 +$778K
2 +$393K
3 +$308K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$292K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$192K

Sector Composition

1 Technology 13.76%
2 Healthcare 7.44%
3 Financials 4.7%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$11.6K ﹤0.01%
406
677
$11.6K ﹤0.01%
799
-542
678
$11.5K ﹤0.01%
700
679
$11.4K ﹤0.01%
152
680
$11.4K ﹤0.01%
89
681
$11.3K ﹤0.01%
148
682
$11.3K ﹤0.01%
461
683
$11.2K ﹤0.01%
456
684
$11.2K ﹤0.01%
425
685
$11.2K ﹤0.01%
56
686
$11.1K ﹤0.01%
197
687
$11K ﹤0.01%
87
688
$11K ﹤0.01%
444
689
$10.9K ﹤0.01%
103
690
$10.8K ﹤0.01%
103
691
$10.8K ﹤0.01%
750
692
$10.8K ﹤0.01%
426
693
$10.7K ﹤0.01%
430
694
$10.7K ﹤0.01%
333
695
$10.6K ﹤0.01%
77
696
$10.5K ﹤0.01%
106
697
$10.5K ﹤0.01%
313
+2
698
$10.5K ﹤0.01%
633
699
$10.5K ﹤0.01%
139
700
$10.5K ﹤0.01%
159