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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$14.2K ﹤0.01%
500
702
$14.2K ﹤0.01%
560
703
$14.1K ﹤0.01%
190
+175
704
$14K ﹤0.01%
1,300
705
$14K ﹤0.01%
10
706
$13.8K ﹤0.01%
1,000
-1,000
707
$13.7K ﹤0.01%
66
708
$13.7K ﹤0.01%
139
709
$13.6K ﹤0.01%
84
710
$13.5K ﹤0.01%
456
711
$13.3K ﹤0.01%
115
712
$13.3K ﹤0.01%
633
713
$13.2K ﹤0.01%
700
714
$13.1K ﹤0.01%
368
715
$12.9K ﹤0.01%
425
716
$12.9K ﹤0.01%
152
717
$12.8K ﹤0.01%
162
718
$12.8K ﹤0.01%
71
719
$12.8K ﹤0.01%
168
720
$12.7K ﹤0.01%
106
721
$12.5K ﹤0.01%
496
+96
722
$12.5K ﹤0.01%
265
723
$12.5K ﹤0.01%
302
724
$12.3K ﹤0.01%
152
725
$12.3K ﹤0.01%
400
-2,640