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
$212M
AUM Growth
-$994K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$411K
2 +$372K
3 +$130K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$65K
5
CTXS
Citrix Systems Inc
CTXS
+$8K

Sector Composition

1 Technology 13.94%
2 Healthcare 10.09%
3 Financials 5.25%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$6.55K ﹤0.01%
69
727
$6.55K ﹤0.01%
1,076
728
$6.54K ﹤0.01%
27
729
$6.51K ﹤0.01%
136
730
$6.51K ﹤0.01%
32
731
$6.51K ﹤0.01%
211
732
$6.46K ﹤0.01%
133
733
$6.42K ﹤0.01%
708
734
$6.42K ﹤0.01%
143
735
$6.39K ﹤0.01%
275
736
$6.38K ﹤0.01%
39
737
$6.34K ﹤0.01%
25
738
$6.33K ﹤0.01%
143
739
$6.26K ﹤0.01%
291
740
$6.2K ﹤0.01%
188
741
$6.19K ﹤0.01%
200
742
$6.19K ﹤0.01%
141
743
$6.19K ﹤0.01%
474
744
$6.18K ﹤0.01%
24
745
$6.15K ﹤0.01%
73
746
$6.15K ﹤0.01%
153
747
$6.13K ﹤0.01%
321
748
$6.11K ﹤0.01%
17
749
$6.1K ﹤0.01%
37
750
$6.01K ﹤0.01%
73