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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$13.5K ﹤0.01%
26
752
$13.5K ﹤0.01%
58
753
$13.5K ﹤0.01%
11
754
$13.4K ﹤0.01%
138
755
$13.4K ﹤0.01%
236
756
$13.3K ﹤0.01%
71
757
$13.2K ﹤0.01%
487
758
$13.1K ﹤0.01%
298
759
$13.1K ﹤0.01%
560
760
$12.9K ﹤0.01%
61
+2
761
$12.7K ﹤0.01%
178
762
$12.7K ﹤0.01%
67
+19
763
$12.7K ﹤0.01%
300
764
$12.7K ﹤0.01%
70
765
$12.6K ﹤0.01%
42
766
$12.6K ﹤0.01%
55
767
$12.6K ﹤0.01%
36
+4
768
$12.5K ﹤0.01%
405
769
$12.5K ﹤0.01%
87
770
$12.5K ﹤0.01%
540
771
$12.4K ﹤0.01%
305
772
$12.4K ﹤0.01%
59
+9
773
$12.4K ﹤0.01%
141
774
$12.4K ﹤0.01%
225
775
$12.1K ﹤0.01%
470
+44