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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$10.9K ﹤0.01%
378
752
$10.8K ﹤0.01%
710
753
$10.8K ﹤0.01%
100
754
$10.7K ﹤0.01%
283
-600
755
$10.7K ﹤0.01%
77
756
$10.7K ﹤0.01%
18
757
$10.7K ﹤0.01%
89
758
$10.6K ﹤0.01%
100
759
$10.6K ﹤0.01%
138
-77
760
$10.6K ﹤0.01%
25
761
$10.5K ﹤0.01%
55
762
$10.5K ﹤0.01%
1,200
763
$10.4K ﹤0.01%
419
764
$10.4K ﹤0.01%
916
765
$10.4K ﹤0.01%
54
766
$10.4K ﹤0.01%
236
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$10.4K ﹤0.01%
228
768
$10.3K ﹤0.01%
237
769
$10.3K ﹤0.01%
32
770
$10.3K ﹤0.01%
63
771
$10.2K ﹤0.01%
219
772
$10.2K ﹤0.01%
137
773
$10.2K ﹤0.01%
33
774
$10.1K ﹤0.01%
25
775
$10.1K ﹤0.01%
61