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
$212M
AUM Growth
-$994K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$411K
2 +$372K
3 +$130K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$65K
5
CTXS
Citrix Systems Inc
CTXS
+$8K

Sector Composition

1 Technology 13.94%
2 Healthcare 10.09%
3 Financials 5.25%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$6K ﹤0.01%
69
752
$5.96K ﹤0.01%
500
753
$5.95K ﹤0.01%
280
754
$5.93K ﹤0.01%
60
755
$5.86K ﹤0.01%
1,000
756
$5.86K ﹤0.01%
97
757
$5.84K ﹤0.01%
83
758
$5.76K ﹤0.01%
283
759
$5.76K ﹤0.01%
26
760
$5.75K ﹤0.01%
805
761
$5.74K ﹤0.01%
245
762
$5.74K ﹤0.01%
502
763
$5.7K ﹤0.01%
279
764
$5.69K ﹤0.01%
608
765
$5.68K ﹤0.01%
145
766
$5.66K ﹤0.01%
171
767
$5.64K ﹤0.01%
339
768
$5.59K ﹤0.01%
229
769
$5.58K ﹤0.01%
400
770
$5.54K ﹤0.01%
44
771
$5.49K ﹤0.01%
7,500
772
$5.49K ﹤0.01%
350
773
$5.48K ﹤0.01%
73
774
$5.47K ﹤0.01%
50
775
$5.45K ﹤0.01%
67