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
$134M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Sells

1 +$426K
2 +$244K
3 +$205K
4
CRM icon
Salesforce
CRM
+$184K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$135K

Sector Composition

1 Technology 16.6%
2 Healthcare 13.26%
3 Communication Services 9%
4 Financials 6.14%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$0 ﹤0.01%
+8
727
$0 ﹤0.01%
+18
728
$0 ﹤0.01%
+10
729
$0 ﹤0.01%
+4
730
$0 ﹤0.01%
+2
731
$0 ﹤0.01%
+3
732
$0 ﹤0.01%
+27
733
$0 ﹤0.01%
+10
734
$0 ﹤0.01%
+16
735
$0 ﹤0.01%
+6
736
$0 ﹤0.01%
+13
737
$0 ﹤0.01%
+5
738
$0 ﹤0.01%
+6
739
$0 ﹤0.01%
+11
740
$0 ﹤0.01%
+6
741
$0 ﹤0.01%
+17
742
$0 ﹤0.01%
+6
743
$0 ﹤0.01%
+1
744
$0 ﹤0.01%
+4
745
$0 ﹤0.01%
+79
746
$0 ﹤0.01%
+40
747
$0 ﹤0.01%
+69
748
$0 ﹤0.01%
+64
749
$0 ﹤0.01%
+5
750
$0 ﹤0.01%
+9