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
$366M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.19%
2 Healthcare 6.15%
3 Financials 4.67%
4 Consumer Discretionary 3.94%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$9.54K ﹤0.01%
265
752
$9.46K ﹤0.01%
55
753
$9.46K ﹤0.01%
+115
754
$9.39K ﹤0.01%
417
755
$9.36K ﹤0.01%
314
+199
756
$9.36K ﹤0.01%
84
757
$9.35K ﹤0.01%
137
758
$9.34K ﹤0.01%
100
+70
759
$9.34K ﹤0.01%
218
760
$9.31K ﹤0.01%
270
-135
761
$9.27K ﹤0.01%
18
762
$9.25K ﹤0.01%
72
763
$9.23K ﹤0.01%
96
764
$9.09K ﹤0.01%
+2,020
765
$9.09K ﹤0.01%
140
766
$9.06K ﹤0.01%
118
767
$9.04K ﹤0.01%
335
768
$9.02K ﹤0.01%
678
+13
769
$8.99K ﹤0.01%
33
770
$8.98K ﹤0.01%
255
771
$8.92K ﹤0.01%
106
772
$8.88K ﹤0.01%
99
-24
773
$8.88K ﹤0.01%
97
774
$8.88K ﹤0.01%
128
775
$8.87K ﹤0.01%
227