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
$302M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Sells

1 +$761K
2 +$466K
3 +$409K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$382K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$229K

Sector Composition

1 Technology 14.79%
2 Healthcare 7.71%
3 Financials 4.51%
4 Consumer Discretionary 4.16%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$10.8K ﹤0.01%
219
702
$10.7K ﹤0.01%
103
703
$10.7K ﹤0.01%
+225
704
$10.7K ﹤0.01%
75
705
$10.6K ﹤0.01%
405
706
$10.6K ﹤0.01%
141
707
$10.5K ﹤0.01%
27
708
$10.5K ﹤0.01%
75
709
$10.5K ﹤0.01%
228
710
$10.5K ﹤0.01%
71
711
$10.4K ﹤0.01%
56
+51
712
$10.4K ﹤0.01%
417
713
$10.4K ﹤0.01%
+368
714
$10.3K ﹤0.01%
378
715
$10.3K ﹤0.01%
69
716
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717
$10.2K ﹤0.01%
444
718
$10.2K ﹤0.01%
61
719
$10.1K ﹤0.01%
536
+186
720
$10.1K ﹤0.01%
213
+113
721
$10.1K ﹤0.01%
139
722
$10.1K ﹤0.01%
414
+6
723
$10.1K ﹤0.01%
131
+48
724
$10K ﹤0.01%
372
+175
725
$9.99K ﹤0.01%
118