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
$177M
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Sells

1 +$640K
2 +$466K
3 +$246K
4
GE icon
GE Aerospace
GE
+$209K
5
BIIB icon
Biogen
BIIB
+$116K

Sector Composition

1 Technology 15.48%
2 Healthcare 10.85%
3 Communication Services 7.05%
4 Financials 6.61%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$5K ﹤0.01%
19
702
$5K ﹤0.01%
84
-420
703
$5K ﹤0.01%
83
704
$5K ﹤0.01%
600
705
$5K ﹤0.01%
83
706
$5K ﹤0.01%
227
707
$5K ﹤0.01%
34
708
$5K ﹤0.01%
68
709
$5K ﹤0.01%
61
710
$5K ﹤0.01%
120
711
$5K ﹤0.01%
800
712
$5K ﹤0.01%
163
713
$5K ﹤0.01%
+2,500
714
$5K ﹤0.01%
75
715
$5K ﹤0.01%
249
716
$5K ﹤0.01%
44
717
$5K ﹤0.01%
+99
718
$5K ﹤0.01%
74
+20
719
$5K ﹤0.01%
50
+8
720
$5K ﹤0.01%
45
+37
721
$5K ﹤0.01%
1,500
722
$5K ﹤0.01%
428
723
$5K ﹤0.01%
154
724
$4K ﹤0.01%
24
725
$4K ﹤0.01%
600