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
$366M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.19%
2 Healthcare 6.15%
3 Financials 4.67%
4 Consumer Discretionary 3.94%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$12.9K ﹤0.01%
139
677
$12.9K ﹤0.01%
302
678
$12.8K ﹤0.01%
103
679
$12.7K ﹤0.01%
152
680
$12.6K ﹤0.01%
148
681
$12.6K ﹤0.01%
830
682
$12.6K ﹤0.01%
226
683
$12.6K ﹤0.01%
168
-72
684
$12.5K ﹤0.01%
+275
685
$12.4K ﹤0.01%
298
686
$12.4K ﹤0.01%
236
687
$12.3K ﹤0.01%
106
688
$12.2K ﹤0.01%
89
689
$12.2K ﹤0.01%
70
690
$12.2K ﹤0.01%
600
691
$12.1K ﹤0.01%
2,000
692
$12.1K ﹤0.01%
368
693
$12K ﹤0.01%
82
694
$12K ﹤0.01%
54
695
$11.9K ﹤0.01%
560
696
$11.9K ﹤0.01%
108
697
$11.8K ﹤0.01%
419
698
$11.8K ﹤0.01%
56
699
$11.8K ﹤0.01%
425
700
$11.7K ﹤0.01%
633