KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$10.2K ﹤0.01%
115
752
$10.2K ﹤0.01%
219
753
$10.1K ﹤0.01%
1,500
754
$10.1K ﹤0.01%
39
755
$10.1K ﹤0.01%
100
756
$10.1K ﹤0.01%
96
757
$10K ﹤0.01%
61
758
$10K ﹤0.01%
270
759
$9.92K ﹤0.01%
750
760
$9.9K ﹤0.01%
417
761
$9.9K ﹤0.01%
1,360
762
$9.9K ﹤0.01%
225
763
$9.89K ﹤0.01%
72
764
$9.88K ﹤0.01%
4,890
765
$9.84K ﹤0.01%
62
766
$9.81K ﹤0.01%
255
767
$9.8K ﹤0.01%
492
768
$9.8K ﹤0.01%
25
769
$9.77K ﹤0.01%
372
770
$9.71K ﹤0.01%
1,200
771
$9.7K ﹤0.01%
200
772
$9.69K ﹤0.01%
335
773
$9.59K ﹤0.01%
1,341
+63
774
$9.53K ﹤0.01%
82
775
$9.53K ﹤0.01%
104