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
$297M
AUM Growth
-$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,412
New
Increased
Reduced
Closed

Top Sells

1 +$778K
2 +$393K
3 +$308K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$292K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$192K

Sector Composition

1 Technology 13.76%
2 Healthcare 7.44%
3 Financials 4.7%
4 Consumer Discretionary 3.99%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$9.46K ﹤0.01%
283
727
$9.38K ﹤0.01%
316
728
$9.36K ﹤0.01%
236
+30
729
$9.33K ﹤0.01%
378
730
$9.31K ﹤0.01%
37
731
$9.29K ﹤0.01%
75
732
$9.27K ﹤0.01%
77
733
$9.27K ﹤0.01%
265
734
$9.27K ﹤0.01%
75
735
$9.25K ﹤0.01%
417
736
$9.25K ﹤0.01%
149
737
$9.19K ﹤0.01%
66
+22
738
$9.19K ﹤0.01%
4,890
739
$9.16K ﹤0.01%
275
740
$9.16K ﹤0.01%
100
+11
741
$9.12K ﹤0.01%
89
742
$9.12K ﹤0.01%
2,000
743
$9.11K ﹤0.01%
202
744
$9.1K ﹤0.01%
318
-176
745
$9.06K ﹤0.01%
24
746
$9.04K ﹤0.01%
63
747
$8.99K ﹤0.01%
815
748
$8.93K ﹤0.01%
138
749
$8.9K ﹤0.01%
216
750
$8.84K ﹤0.01%
1,250