KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$12.2K ﹤0.01%
430
702
$12.1K ﹤0.01%
141
703
$12.1K ﹤0.01%
168
704
$12.1K ﹤0.01%
56
705
$12K ﹤0.01%
799
706
$12K ﹤0.01%
59
707
$12K ﹤0.01%
70
708
$11.9K ﹤0.01%
108
709
$11.9K ﹤0.01%
133
710
$11.8K ﹤0.01%
152
711
$11.8K ﹤0.01%
236
712
$11.8K ﹤0.01%
333
713
$11.8K ﹤0.01%
137
714
$11.7K ﹤0.01%
227
715
$11.7K ﹤0.01%
87
716
$11.6K ﹤0.01%
265
717
$11.6K ﹤0.01%
314
718
$11.6K ﹤0.01%
50
719
$11.6K ﹤0.01%
461
720
$11.4K ﹤0.01%
481
721
$11.4K ﹤0.01%
1,500
722
$11.3K ﹤0.01%
43
723
$11.2K ﹤0.01%
1,000
724
$11.2K ﹤0.01%
118
725
$11.2K ﹤0.01%
208