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
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$14.1K ﹤0.01%
2,560
677
$14.1K ﹤0.01%
916
-672
678
$14K ﹤0.01%
368
679
$14K ﹤0.01%
456
680
$14K ﹤0.01%
406
681
$13.8K ﹤0.01%
152
682
$13.8K ﹤0.01%
600
683
$13.8K ﹤0.01%
302
684
$13.7K ﹤0.01%
303
+2
685
$13.7K ﹤0.01%
66
686
$13.6K ﹤0.01%
30
687
$13.6K ﹤0.01%
298
688
$13.4K ﹤0.01%
106
689
$13.4K ﹤0.01%
103
690
$13.3K ﹤0.01%
10
-21
691
$13.3K ﹤0.01%
1,300
692
$13.2K ﹤0.01%
84
693
$13.2K ﹤0.01%
100
694
$13K ﹤0.01%
172
695
$12.9K ﹤0.01%
633
696
$12.7K ﹤0.01%
89
697
$12.7K ﹤0.01%
444
698
$12.6K ﹤0.01%
71
699
$12.6K ﹤0.01%
425
700
$12.3K ﹤0.01%
2,000