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
$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%
100
752
$6K ﹤0.01%
339
-115
753
$6K ﹤0.01%
192
+104
754
$6K ﹤0.01%
350
755
$6K ﹤0.01%
+60
756
$6K ﹤0.01%
200
757
$6K ﹤0.01%
1,000
758
$6K ﹤0.01%
158
759
$6K ﹤0.01%
300
+237
760
$6K ﹤0.01%
73
761
$6K ﹤0.01%
229
762
$6K ﹤0.01%
234
763
$6K ﹤0.01%
288
764
$6K ﹤0.01%
+500
765
$6K ﹤0.01%
41
766
$6K ﹤0.01%
97
767
$6K ﹤0.01%
115
768
$6K ﹤0.01%
53
769
$6K ﹤0.01%
74
770
$6K ﹤0.01%
123
771
$6K ﹤0.01%
608
772
$6K ﹤0.01%
474
773
$6K ﹤0.01%
61
774
$6K ﹤0.01%
24
775
$6K ﹤0.01%
331