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%
41
752
$6K ﹤0.01%
97
753
$6K ﹤0.01%
115
754
$6K ﹤0.01%
53
755
$6K ﹤0.01%
74
756
$6K ﹤0.01%
123
757
$6K ﹤0.01%
608
758
$6K ﹤0.01%
474
759
$6K ﹤0.01%
61
760
$6K ﹤0.01%
24
761
$6K ﹤0.01%
331
762
$6K ﹤0.01%
275
763
$6K ﹤0.01%
39
764
$6K ﹤0.01%
200
765
$6K ﹤0.01%
217
766
$6K ﹤0.01%
73
767
$6K ﹤0.01%
214
768
$6K ﹤0.01%
321
+196
769
$6K ﹤0.01%
100
770
$6K ﹤0.01%
339
-115
771
$6K ﹤0.01%
192
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772
$6K ﹤0.01%
350
773
$6K ﹤0.01%
+60
774
$6K ﹤0.01%
200
775
$6K ﹤0.01%
1,000