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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$16.6K ﹤0.01%
432
702
$16.5K ﹤0.01%
208
703
$16.4K ﹤0.01%
524
704
$16.4K ﹤0.01%
4,084
705
$16.4K ﹤0.01%
219
-724
706
$16.4K ﹤0.01%
193
707
$16.4K ﹤0.01%
1,021
708
$16.3K ﹤0.01%
470
709
$16.2K ﹤0.01%
275
710
$16.2K ﹤0.01%
139
711
$16.2K ﹤0.01%
11,000
712
$16.1K ﹤0.01%
281
+157
713
$16.1K ﹤0.01%
77
714
$16.1K ﹤0.01%
154
+46
715
$15.8K ﹤0.01%
100
716
$15.7K ﹤0.01%
110
717
$15.7K ﹤0.01%
290
+39
718
$15.7K ﹤0.01%
186
+24
719
$15.7K ﹤0.01%
148
720
$15.6K ﹤0.01%
139
721
$15.4K ﹤0.01%
105
+22
722
$15.2K ﹤0.01%
425
723
$15.1K ﹤0.01%
115
724
$15.1K ﹤0.01%
221
+215
725
$15.1K ﹤0.01%
143