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
$185M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
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%
156
702
$8K ﹤0.01%
159
703
$8K ﹤0.01%
77
704
$8K ﹤0.01%
170
+93
705
$8K ﹤0.01%
80
706
$7K ﹤0.01%
456
707
$7K ﹤0.01%
160
708
$7K ﹤0.01%
805
709
$7K ﹤0.01%
133
710
$7K ﹤0.01%
69
711
$7K ﹤0.01%
291
712
$7K ﹤0.01%
160
713
$7K ﹤0.01%
502
714
$7K ﹤0.01%
221
715
$7K ﹤0.01%
25
716
$7K ﹤0.01%
133
717
$7K ﹤0.01%
218
718
$7K ﹤0.01%
202
719
$7K ﹤0.01%
2,000
720
$7K ﹤0.01%
360
721
$7K ﹤0.01%
202
722
$7K ﹤0.01%
107
723
$7K ﹤0.01%
25
724
$7K ﹤0.01%
148
725
$7K ﹤0.01%
83