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
$185M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.14%
2 Healthcare 10.22%
3 Financials 5.85%
4 Consumer Discretionary 4.66%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$7K ﹤0.01%
27
727
$7K ﹤0.01%
100
728
$7K ﹤0.01%
141
-132
729
$7K ﹤0.01%
143
730
$7K ﹤0.01%
200
+100
731
$7K ﹤0.01%
17
732
$7K ﹤0.01%
758
733
$7K ﹤0.01%
+178
734
$7K ﹤0.01%
143
735
$7K ﹤0.01%
97
736
$7K ﹤0.01%
1,030
+28
737
$7K ﹤0.01%
203
+162
738
$7K ﹤0.01%
708
739
$7K ﹤0.01%
136
+48
740
$6K ﹤0.01%
474
741
$6K ﹤0.01%
61
742
$6K ﹤0.01%
217
743
$6K ﹤0.01%
280
744
$6K ﹤0.01%
245
745
$6K ﹤0.01%
73
746
$6K ﹤0.01%
36
747
$6K ﹤0.01%
26
748
$6K ﹤0.01%
214
749
$6K ﹤0.01%
288
750
$6K ﹤0.01%
+500