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

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%
+36
727
$7K ﹤0.01%
100
728
$7K ﹤0.01%
202
729
$7K ﹤0.01%
+76
730
$7K ﹤0.01%
350
731
$7K ﹤0.01%
56
732
$7K ﹤0.01%
+1,240
733
$7K ﹤0.01%
+200
734
$7K ﹤0.01%
83
735
$7K ﹤0.01%
1,000
736
$7K ﹤0.01%
73
737
$7K ﹤0.01%
73
738
$7K ﹤0.01%
288
739
$7K ﹤0.01%
+53
740
$7K ﹤0.01%
75
741
$6K ﹤0.01%
234
742
$6K ﹤0.01%
99
743
$6K ﹤0.01%
115
744
$6K ﹤0.01%
305
745
$6K ﹤0.01%
74
746
$6K ﹤0.01%
428
747
$6K ﹤0.01%
64
748
$6K ﹤0.01%
61
749
$6K ﹤0.01%
331
-228
750
$6K ﹤0.01%
88