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
$460M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Sells

1 +$583K
2 +$463K
3 +$342K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$307K
5
BA icon
Boeing
BA
+$252K

Sector Composition

1 Technology 12.38%
2 Healthcare 4.98%
3 Financials 4.79%
4 Consumer Discretionary 3.14%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$15.5K ﹤0.01%
406
727
$15.3K ﹤0.01%
176
728
$15.2K ﹤0.01%
105
729
$15.2K ﹤0.01%
378
730
$15.1K ﹤0.01%
275
731
$14.9K ﹤0.01%
148
732
$14.8K ﹤0.01%
99
733
$14.8K ﹤0.01%
208
734
$14.8K ﹤0.01%
139
735
$14.7K ﹤0.01%
192
736
$14.7K ﹤0.01%
133
737
$14.5K ﹤0.01%
42
738
$14.4K ﹤0.01%
+167
739
$14.1K ﹤0.01%
560
740
$13.9K ﹤0.01%
798
741
$13.9K ﹤0.01%
470
742
$13.8K ﹤0.01%
100
743
$13.8K ﹤0.01%
36
744
$13.7K ﹤0.01%
110
745
$13.7K ﹤0.01%
600
746
$13.6K ﹤0.01%
30
747
$13.6K ﹤0.01%
633
748
$13.6K ﹤0.01%
208
749
$13.3K ﹤0.01%
61
750
$13.3K ﹤0.01%
500