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
$366M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.19%
2 Healthcare 6.15%
3 Financials 4.67%
4 Consumer Discretionary 3.94%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$11.7K ﹤0.01%
133
702
$11.6K ﹤0.01%
314
+1
703
$11.6K ﹤0.01%
430
704
$11.6K ﹤0.01%
333
705
$11.5K ﹤0.01%
461
706
$11.4K ﹤0.01%
481
-549
707
$11.3K ﹤0.01%
141
708
$11.3K ﹤0.01%
59
+22
709
$11.3K ﹤0.01%
444
710
$11.2K ﹤0.01%
+1,300
711
$11.1K ﹤0.01%
426
712
$11.1K ﹤0.01%
87
713
$11K ﹤0.01%
492
714
$11K ﹤0.01%
1,749
715
$11K ﹤0.01%
202
716
$11K ﹤0.01%
133
717
$10.9K ﹤0.01%
71
718
$10.7K ﹤0.01%
200
719
$10.7K ﹤0.01%
225
720
$10.6K ﹤0.01%
63
721
$10.6K ﹤0.01%
216
722
$10.6K ﹤0.01%
228
723
$10.6K ﹤0.01%
219
724
$10.5K ﹤0.01%
75
725
$10.5K ﹤0.01%
77