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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%
77
702
$8K ﹤0.01%
147
703
$8K ﹤0.01%
80
704
$8K ﹤0.01%
+474
705
$7K ﹤0.01%
145
706
$7K ﹤0.01%
280
707
$7K ﹤0.01%
245
-334
708
$7K ﹤0.01%
+266
709
$7K ﹤0.01%
350
710
$7K ﹤0.01%
56
711
$7K ﹤0.01%
+1,240
712
$7K ﹤0.01%
+200
713
$7K ﹤0.01%
83
714
$7K ﹤0.01%
1,000
715
$7K ﹤0.01%
73
716
$7K ﹤0.01%
73
717
$7K ﹤0.01%
288
718
$7K ﹤0.01%
+53
719
$7K ﹤0.01%
+169
720
$7K ﹤0.01%
123
721
$7K ﹤0.01%
1,500
722
$7K ﹤0.01%
68
723
$7K ﹤0.01%
608
724
$7K ﹤0.01%
+42
725
$7K ﹤0.01%
24