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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$15.1K ﹤0.01%
82
727
$15.1K ﹤0.01%
99
728
$15K ﹤0.01%
+162
729
$14.8K ﹤0.01%
815
730
$14.8K ﹤0.01%
176
+16
731
$14.8K ﹤0.01%
192
+53
732
$14.7K ﹤0.01%
406
733
$14.7K ﹤0.01%
133
734
$14.6K ﹤0.01%
128
735
$14.6K ﹤0.01%
152
736
$14.4K ﹤0.01%
30
737
$14.4K ﹤0.01%
633
738
$14.2K ﹤0.01%
106
739
$14.2K ﹤0.01%
816
-100
740
$14K ﹤0.01%
94
+22
741
$14K ﹤0.01%
165
-5
742
$14K ﹤0.01%
1,386
743
$13.9K ﹤0.01%
378
744
$13.9K ﹤0.01%
500
745
$13.8K ﹤0.01%
496
746
$13.8K ﹤0.01%
798
+448
747
$13.8K ﹤0.01%
+330
748
$13.7K ﹤0.01%
226
749
$13.6K ﹤0.01%
138
750
$13.5K ﹤0.01%
45
+7