KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,485
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.26%
2 Financials 5.24%
3 Healthcare 4.96%
4 Consumer Discretionary 3.1%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$19.6K ﹤0.01%
+168
702
$19.4K ﹤0.01%
106
703
$19.3K ﹤0.01%
410
704
$19.3K ﹤0.01%
245
+90
705
$19.3K ﹤0.01%
728
706
$19.2K ﹤0.01%
195
707
$19K ﹤0.01%
87
708
$18.7K ﹤0.01%
406
709
$18.6K ﹤0.01%
120
710
$18.6K ﹤0.01%
442
711
$18.4K ﹤0.01%
726
712
$18.2K ﹤0.01%
185
713
$18.2K ﹤0.01%
290
714
$18.1K ﹤0.01%
979
715
$18.1K ﹤0.01%
600
716
$17.9K ﹤0.01%
118
717
$17.6K ﹤0.01%
9
718
$17.6K ﹤0.01%
377
719
$17.5K ﹤0.01%
1,132
+74
720
$17.4K ﹤0.01%
361
721
$17.3K ﹤0.01%
200
722
$17.2K ﹤0.01%
139
723
$17.2K ﹤0.01%
1,657
724
$17.1K ﹤0.01%
536
725
$17.1K ﹤0.01%
148