KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,485
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.26%
2 Financials 5.24%
3 Healthcare 4.96%
4 Consumer Discretionary 3.1%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$17K ﹤0.01%
600
727
$17K ﹤0.01%
54
728
$16.8K ﹤0.01%
587
729
$16.8K ﹤0.01%
105
730
$16.7K ﹤0.01%
1,639
+23
731
$16.5K ﹤0.01%
208
732
$16.5K ﹤0.01%
52
733
$16.5K ﹤0.01%
100
734
$16.5K ﹤0.01%
139
735
$16.4K ﹤0.01%
60
-4
736
$16.4K ﹤0.01%
128
737
$16.3K ﹤0.01%
275
738
$16.3K ﹤0.01%
170
-127
739
$16.2K ﹤0.01%
470
740
$16.1K ﹤0.01%
42
741
$16.1K ﹤0.01%
172
742
$16K ﹤0.01%
36
743
$16K ﹤0.01%
186
744
$15.9K ﹤0.01%
425
745
$15.9K ﹤0.01%
524
746
$15.8K ﹤0.01%
+1,000
747
$15.8K ﹤0.01%
208
748
$15.5K ﹤0.01%
265
749
$15.5K ﹤0.01%
208
750
$15.4K ﹤0.01%
221