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
$460M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Sells

1 +$583K
2 +$463K
3 +$342K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$307K
5
BA icon
Boeing
BA
+$252K

Sector Composition

1 Technology 12.38%
2 Healthcare 4.98%
3 Financials 4.79%
4 Consumer Discretionary 3.14%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$18.9K ﹤0.01%
1,272
-1
677
$18.9K ﹤0.01%
473
678
$18.9K ﹤0.01%
+120
679
$18.7K ﹤0.01%
600
680
$18.7K ﹤0.01%
226
681
$18.6K ﹤0.01%
772
682
$18.5K ﹤0.01%
1,379
683
$18.5K ﹤0.01%
315
684
$18.4K ﹤0.01%
225
685
$18.3K ﹤0.01%
120
686
$18.3K ﹤0.01%
200
-82
687
$18.3K ﹤0.01%
106
+12
688
$18.3K ﹤0.01%
11,000
689
$18.2K ﹤0.01%
172
690
$18.2K ﹤0.01%
152
691
$18.1K ﹤0.01%
432
692
$18K ﹤0.01%
554
693
$17.9K ﹤0.01%
1,657
694
$17.9K ﹤0.01%
185
695
$17.9K ﹤0.01%
979
696
$17.8K ﹤0.01%
410
697
$17.5K ﹤0.01%
52
698
$17.3K ﹤0.01%
290
699
$17.2K ﹤0.01%
224
700
$17.2K ﹤0.01%
133