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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
$185M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.14%
2 Healthcare 10.22%
3 Financials 5.85%
4 Consumer Discretionary 4.66%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$6K ﹤0.01%
280
752
$6K ﹤0.01%
245
753
$6K ﹤0.01%
36
754
$6K ﹤0.01%
26
755
$6K ﹤0.01%
234
756
$6K ﹤0.01%
+500
757
$6K ﹤0.01%
41
758
$6K ﹤0.01%
53
759
$6K ﹤0.01%
74
760
$6K ﹤0.01%
123
761
$6K ﹤0.01%
608
762
$6K ﹤0.01%
61
763
$6K ﹤0.01%
24
764
$6K ﹤0.01%
331
765
$6K ﹤0.01%
275
766
$6K ﹤0.01%
39
767
$6K ﹤0.01%
200
768
$6K ﹤0.01%
217
769
$6K ﹤0.01%
73
770
$6K ﹤0.01%
214
771
$6K ﹤0.01%
321
+196
772
$6K ﹤0.01%
100
773
$6K ﹤0.01%
339
-115
774
$6K ﹤0.01%
192
+104
775
$6K ﹤0.01%
350