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
$212M
AUM Growth
-$994K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$411K
2 +$372K
3 +$130K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$65K
5
CTXS
Citrix Systems Inc
CTXS
+$8K

Sector Composition

1 Technology 13.94%
2 Healthcare 10.09%
3 Financials 5.25%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$7.4K ﹤0.01%
1,016
702
$7.39K ﹤0.01%
221
703
$7.31K ﹤0.01%
167
704
$7.29K ﹤0.01%
63
705
$7.24K ﹤0.01%
102
706
$7.18K ﹤0.01%
237
707
$7.15K ﹤0.01%
666
708
$7.14K ﹤0.01%
758
709
$7.13K ﹤0.01%
106
710
$7.11K ﹤0.01%
178
711
$7.09K ﹤0.01%
200
712
$7.05K ﹤0.01%
97
713
$7.02K ﹤0.01%
202
714
$6.9K ﹤0.01%
118
715
$6.84K ﹤0.01%
97
716
$6.82K ﹤0.01%
358
717
$6.78K ﹤0.01%
218
718
$6.78K ﹤0.01%
221
719
$6.71K ﹤0.01%
202
720
$6.69K ﹤0.01%
251
721
$6.68K ﹤0.01%
100
722
$6.63K ﹤0.01%
160
723
$6.62K ﹤0.01%
456
724
$6.58K ﹤0.01%
133
725
$6.58K ﹤0.01%
53