KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.17%
2 Healthcare 9.8%
3 Financials 6.09%
4 Consumer Discretionary 5.53%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$8K ﹤0.01%
27
702
$8K ﹤0.01%
143
703
$8K ﹤0.01%
80
704
$8K ﹤0.01%
+474
705
$7K ﹤0.01%
+169
706
$7K ﹤0.01%
123
707
$7K ﹤0.01%
1,500
708
$7K ﹤0.01%
68
709
$7K ﹤0.01%
608
710
$7K ﹤0.01%
+42
711
$7K ﹤0.01%
24
712
$7K ﹤0.01%
+39
713
$7K ﹤0.01%
153
714
$7K ﹤0.01%
69
715
$7K ﹤0.01%
+37
716
$7K ﹤0.01%
98
+64
717
$7K ﹤0.01%
32
718
$7K ﹤0.01%
419
719
$7K ﹤0.01%
145
720
$7K ﹤0.01%
280
721
$7K ﹤0.01%
245
-334
722
$7K ﹤0.01%
+266
723
$7K ﹤0.01%
73
724
$7K ﹤0.01%
133
725
$7K ﹤0.01%
117