KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.17%
2 Healthcare 9.8%
3 Financials 6.09%
4 Consumer Discretionary 5.53%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$6K ﹤0.01%
+283
752
$6K ﹤0.01%
489
753
$6K ﹤0.01%
54
754
$6K ﹤0.01%
227
755
$6K ﹤0.01%
+158
756
$6K ﹤0.01%
966
757
$6K ﹤0.01%
100
758
$6K ﹤0.01%
229
759
$6K ﹤0.01%
235
760
$6K ﹤0.01%
175
761
$6K ﹤0.01%
234
762
$6K ﹤0.01%
99
763
$6K ﹤0.01%
115
764
$6K ﹤0.01%
305
765
$6K ﹤0.01%
74
766
$6K ﹤0.01%
428
767
$6K ﹤0.01%
64
768
$6K ﹤0.01%
61
769
$6K ﹤0.01%
331
-228
770
$6K ﹤0.01%
88
771
$6K ﹤0.01%
117
772
$6K ﹤0.01%
+275
773
$6K ﹤0.01%
35
774
$5K ﹤0.01%
19
775
$5K ﹤0.01%
100