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
$177M
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Sells

1 +$640K
2 +$466K
3 +$246K
4
GE icon
GE Aerospace
GE
+$209K
5
BIIB icon
Biogen
BIIB
+$116K

Sector Composition

1 Technology 15.48%
2 Healthcare 10.85%
3 Communication Services 7.05%
4 Financials 6.61%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$3K ﹤0.01%
29
752
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100
753
$3K ﹤0.01%
16
754
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349
756
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761
$3K ﹤0.01%
125
762
$3K ﹤0.01%
+5
763
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40
764
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19
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765
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766
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767
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768
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771
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43
774
$3K ﹤0.01%
+93
775
$3K ﹤0.01%
+50