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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$18.2K ﹤0.01%
265
677
$18.2K ﹤0.01%
377
+354
678
$18.1K ﹤0.01%
600
679
$18.1K ﹤0.01%
1,631
680
$18K ﹤0.01%
700
681
$18K ﹤0.01%
224
+28
682
$17.9K ﹤0.01%
52
683
$17.9K ﹤0.01%
118
684
$17.8K ﹤0.01%
44
685
$17.8K ﹤0.01%
750
686
$17.8K ﹤0.01%
208
-100
687
$17.7K ﹤0.01%
133
688
$17.6K ﹤0.01%
554
689
$17.6K ﹤0.01%
726
690
$17.5K ﹤0.01%
241
691
$17.4K ﹤0.01%
600
692
$17.4K ﹤0.01%
361
+246
693
$17.3K ﹤0.01%
139
694
$17.3K ﹤0.01%
1,596
+319
695
$17.1K ﹤0.01%
225
-634
696
$17.1K ﹤0.01%
84
697
$17.1K ﹤0.01%
120
-86
698
$16.9K ﹤0.01%
710
699
$16.6K ﹤0.01%
172
700
$16.6K ﹤0.01%
45
+20