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
$460M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Sells

1 +$583K
2 +$463K
3 +$342K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$307K
5
BA icon
Boeing
BA
+$252K

Sector Composition

1 Technology 12.38%
2 Healthcare 4.98%
3 Financials 4.79%
4 Consumer Discretionary 3.14%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$17.2K ﹤0.01%
1,058
+37
702
$17K ﹤0.01%
1,616
+20
703
$16.8K ﹤0.01%
265
704
$16.7K ﹤0.01%
536
-3,736
705
$16.7K ﹤0.01%
9
706
$16.6K ﹤0.01%
815
707
$16.5K ﹤0.01%
148
708
$16.4K ﹤0.01%
219
709
$16.3K ﹤0.01%
726
710
$16.2K ﹤0.01%
524
711
$16.2K ﹤0.01%
1,125
712
$16.2K ﹤0.01%
143
713
$16.1K ﹤0.01%
44
714
$16.1K ﹤0.01%
587
+307
715
$16K ﹤0.01%
128
716
$16K ﹤0.01%
442
+109
717
$15.9K ﹤0.01%
425
718
$15.9K ﹤0.01%
27
+1
719
$15.9K ﹤0.01%
454
+364
720
$15.9K ﹤0.01%
281
721
$15.8K ﹤0.01%
208
722
$15.6K ﹤0.01%
139
723
$15.6K ﹤0.01%
162
724
$15.6K ﹤0.01%
221
725
$15.5K ﹤0.01%
186