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
$452M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Sells

1 +$461K
2 +$384K
3 +$357K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$246K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Technology 13.38%
2 Healthcare 5.5%
3 Financials 4.61%
4 Consumer Discretionary 3.5%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$15.1K ﹤0.01%
37
702
$15K ﹤0.01%
178
703
$14.9K ﹤0.01%
115
704
$14.7K ﹤0.01%
148
705
$14.5K ﹤0.01%
100
706
$14.5K ﹤0.01%
26
707
$14.4K ﹤0.01%
700
708
$14.3K ﹤0.01%
103
709
$14.3K ﹤0.01%
425
710
$14.2K ﹤0.01%
162
711
$14.1K ﹤0.01%
487
-55
712
$14.1K ﹤0.01%
133
713
$14.1K ﹤0.01%
456
714
$14.1K ﹤0.01%
168
715
$14K ﹤0.01%
633
716
$14K ﹤0.01%
106
717
$14K ﹤0.01%
152
718
$13.8K ﹤0.01%
30
719
$13.7K ﹤0.01%
298
720
$13.7K ﹤0.01%
560
721
$13.7K ﹤0.01%
942
722
$13.6K ﹤0.01%
71
723
$13.5K ﹤0.01%
1,386
724
$13.4K ﹤0.01%
55
725
$13.4K ﹤0.01%
84