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
$201M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$847K
3 +$749K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$712K
5
UNH icon
UnitedHealth
UNH
+$675K

Sector Composition

1 Technology 17.17%
2 Healthcare 9.8%
3 Financials 6.09%
4 Consumer Discretionary 5.53%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$7K ﹤0.01%
83
727
$7K ﹤0.01%
1,000
728
$7K ﹤0.01%
73
729
$7K ﹤0.01%
73
730
$7K ﹤0.01%
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731
$7K ﹤0.01%
+53
732
$7K ﹤0.01%
+169
733
$7K ﹤0.01%
123
734
$7K ﹤0.01%
1,500
735
$7K ﹤0.01%
68
736
$7K ﹤0.01%
608
737
$7K ﹤0.01%
+42
738
$7K ﹤0.01%
24
739
$7K ﹤0.01%
+39
740
$7K ﹤0.01%
75
741
$6K ﹤0.01%
66
+64
742
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743
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+217
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$6K ﹤0.01%
287
+10
745
$6K ﹤0.01%
96
746
$6K ﹤0.01%
+223
747
$6K ﹤0.01%
64
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748
$6K ﹤0.01%
+89
749
$6K ﹤0.01%
360
750
$6K ﹤0.01%
246