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
$297M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,412
New
Increased
Reduced
Closed

Top Sells

1 +$778K
2 +$393K
3 +$308K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$292K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$192K

Sector Composition

1 Technology 13.76%
2 Healthcare 7.44%
3 Financials 4.7%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$10.4K ﹤0.01%
1,386
702
$10.4K ﹤0.01%
298
703
$10.4K ﹤0.01%
141
704
$10.3K ﹤0.01%
61
705
$10.3K ﹤0.01%
405
706
$10.2K ﹤0.01%
372
707
$10.2K ﹤0.01%
50
708
$10.1K ﹤0.01%
70
709
$10.1K ﹤0.01%
830
710
$10K ﹤0.01%
1,475
711
$9.98K ﹤0.01%
225
712
$9.98K ﹤0.01%
228
713
$9.95K ﹤0.01%
492
714
$9.9K ﹤0.01%
71
715
$9.87K ﹤0.01%
43
716
$9.86K ﹤0.01%
419
+5
717
$9.85K ﹤0.01%
104
-52
718
$9.8K ﹤0.01%
1,176
719
$9.78K ﹤0.01%
60
720
$9.68K ﹤0.01%
1,500
721
$9.59K ﹤0.01%
219
722
$9.58K ﹤0.01%
600
723
$9.58K ﹤0.01%
118
724
$9.56K ﹤0.01%
7,500
725
$9.5K ﹤0.01%
710