KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,485
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.26%
2 Financials 5.24%
3 Healthcare 4.96%
4 Consumer Discretionary 3.1%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$15.3K ﹤0.01%
351
+214
752
$15.3K ﹤0.01%
27
753
$15.2K ﹤0.01%
378
754
$15.2K ﹤0.01%
133
755
$15.1K ﹤0.01%
115
756
$15.1K ﹤0.01%
633
757
$15K ﹤0.01%
192
758
$14.8K ﹤0.01%
+88
759
$14.8K ﹤0.01%
162
760
$14.7K ﹤0.01%
+750
761
$14.5K ﹤0.01%
11,000
762
$14.5K ﹤0.01%
473
763
$14.5K ﹤0.01%
206
764
$14.3K ﹤0.01%
1,386
765
$14.2K ﹤0.01%
106
766
$14.2K ﹤0.01%
700
767
$14.2K ﹤0.01%
55
768
$13.8K ﹤0.01%
+1,500
769
$13.8K ﹤0.01%
281
770
$13.7K ﹤0.01%
330
771
$13.7K ﹤0.01%
99
772
$13.6K ﹤0.01%
325
773
$13.6K ﹤0.01%
452
774
$13.6K ﹤0.01%
640
775
$13.5K ﹤0.01%
225