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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$15.8K ﹤0.01%
640
677
$15.8K ﹤0.01%
225
678
$15.8K ﹤0.01%
1,386
679
$15.7K ﹤0.01%
275
680
$15.7K ﹤0.01%
750
681
$15.7K ﹤0.01%
196
682
$15.7K ﹤0.01%
710
683
$15.6K ﹤0.01%
785
684
$15.5K ﹤0.01%
143
685
$15.5K ﹤0.01%
77
686
$15.4K ﹤0.01%
82
687
$15.3K ﹤0.01%
52
688
$15.2K ﹤0.01%
110
689
$15.2K ﹤0.01%
118
690
$15.1K ﹤0.01%
554
691
$15K ﹤0.01%
133
692
$14.9K ﹤0.01%
138
693
$14.8K ﹤0.01%
172
694
$14.7K ﹤0.01%
148
695
$14.7K ﹤0.01%
26
696
$14.6K ﹤0.01%
100
697
$14.5K ﹤0.01%
406
698
$14.4K ﹤0.01%
+139
699
$14.3K ﹤0.01%
178
700
$14.3K ﹤0.01%
37