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
$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%
117
752
$6K ﹤0.01%
+275
753
$6K ﹤0.01%
35
754
$6K ﹤0.01%
66
+64
755
$6K ﹤0.01%
171
756
$6K ﹤0.01%
+217
757
$6K ﹤0.01%
287
+10
758
$6K ﹤0.01%
96
759
$6K ﹤0.01%
+223
760
$6K ﹤0.01%
64
-136
761
$6K ﹤0.01%
+89
762
$6K ﹤0.01%
360
763
$6K ﹤0.01%
246
764
$6K ﹤0.01%
+283
765
$6K ﹤0.01%
489
766
$6K ﹤0.01%
54
767
$6K ﹤0.01%
227
768
$6K ﹤0.01%
+158
769
$6K ﹤0.01%
966
770
$6K ﹤0.01%
100
771
$6K ﹤0.01%
229
772
$6K ﹤0.01%
235
773
$6K ﹤0.01%
175
774
$5K ﹤0.01%
100
775
$5K ﹤0.01%
38