KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.14%
2 Healthcare 10.22%
3 Financials 5.85%
4 Consumer Discretionary 4.66%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$8K ﹤0.01%
159
702
$8K ﹤0.01%
77
703
$8K ﹤0.01%
54
704
$8K ﹤0.01%
170
+93
705
$8K ﹤0.01%
80
706
$7K ﹤0.01%
160
707
$7K ﹤0.01%
805
708
$7K ﹤0.01%
133
709
$7K ﹤0.01%
69
710
$7K ﹤0.01%
291
711
$7K ﹤0.01%
160
712
$7K ﹤0.01%
502
713
$7K ﹤0.01%
221
714
$7K ﹤0.01%
25
715
$7K ﹤0.01%
133
716
$7K ﹤0.01%
218
717
$7K ﹤0.01%
202
718
$7K ﹤0.01%
2,000
719
$7K ﹤0.01%
360
720
$7K ﹤0.01%
202
721
$7K ﹤0.01%
107
722
$7K ﹤0.01%
25
723
$7K ﹤0.01%
148
724
$7K ﹤0.01%
83
725
$7K ﹤0.01%
27