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
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$11.2K ﹤0.01%
95
727
$11.2K ﹤0.01%
540
+270
728
$11.1K ﹤0.01%
+258
729
$11.1K ﹤0.01%
426
730
$11K ﹤0.01%
1,749
731
$11K ﹤0.01%
63
732
$10.9K ﹤0.01%
+350
733
$10.9K ﹤0.01%
75
734
$10.9K ﹤0.01%
55
735
$10.7K ﹤0.01%
73
736
$10.7K ﹤0.01%
32
737
$10.5K ﹤0.01%
218
738
$10.5K ﹤0.01%
61
739
$10.5K ﹤0.01%
378
740
$10.4K ﹤0.01%
710
741
$10.4K ﹤0.01%
54
742
$10.4K ﹤0.01%
228
743
$10.4K ﹤0.01%
25
744
$10.4K ﹤0.01%
24
745
$10.3K ﹤0.01%
419
746
$10.3K ﹤0.01%
18
747
$10.3K ﹤0.01%
237
748
$10.3K ﹤0.01%
33
749
$10.2K ﹤0.01%
77
750
$10.2K ﹤0.01%
213