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
$452M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Sells

1 +$461K
2 +$384K
3 +$357K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$246K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Technology 13.38%
2 Healthcare 5.5%
3 Financials 4.61%
4 Consumer Discretionary 3.5%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$17.4K ﹤0.01%
710
677
$17.4K ﹤0.01%
2,106
-2,698
678
$17.2K ﹤0.01%
158
679
$17.2K ﹤0.01%
+338
680
$17.1K ﹤0.01%
42
+10
681
$17K ﹤0.01%
172
682
$16.9K ﹤0.01%
600
683
$16.6K ﹤0.01%
+524
684
$16.6K ﹤0.01%
160
+5
685
$16.5K ﹤0.01%
77
686
$16.5K ﹤0.01%
11
+1
687
$16.5K ﹤0.01%
148
688
$16.4K ﹤0.01%
11,000
+10,000
689
$16.3K ﹤0.01%
500
690
$16.1K ﹤0.01%
128
691
$16K ﹤0.01%
275
692
$15.9K ﹤0.01%
82
693
$15.7K ﹤0.01%
265
694
$15.4K ﹤0.01%
138
695
$15.4K ﹤0.01%
143
696
$15.4K ﹤0.01%
208
697
$15.4K ﹤0.01%
+1,125
698
$15.4K ﹤0.01%
406
699
$15.2K ﹤0.01%
139
700
$15.1K ﹤0.01%
139