KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
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
1,188
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%
41
752
$6K ﹤0.01%
97
753
$6K ﹤0.01%
115
754
$6K ﹤0.01%
53
755
$6K ﹤0.01%
153
756
$6K ﹤0.01%
37
757
$6K ﹤0.01%
32
758
$6K ﹤0.01%
145
759
$6K ﹤0.01%
171
760
$6K ﹤0.01%
321
+196
761
$6K ﹤0.01%
100
762
$6K ﹤0.01%
339
-115
763
$6K ﹤0.01%
192
+104
764
$6K ﹤0.01%
350
765
$6K ﹤0.01%
+60
766
$6K ﹤0.01%
200
767
$6K ﹤0.01%
1,000
768
$6K ﹤0.01%
158
769
$6K ﹤0.01%
300
+237
770
$6K ﹤0.01%
73
771
$6K ﹤0.01%
229
772
$6K ﹤0.01%
234
773
$6K ﹤0.01%
74
774
$6K ﹤0.01%
123
775
$6K ﹤0.01%
608