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
$212M
AUM Growth
-$994K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$411K
2 +$372K
3 +$130K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$65K
5
CTXS
Citrix Systems Inc
CTXS
+$8K

Sector Composition

1 Technology 13.94%
2 Healthcare 10.09%
3 Financials 5.25%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$5.41K ﹤0.01%
89
777
$5.38K ﹤0.01%
288
778
$5.31K ﹤0.01%
600
779
$5.25K ﹤0.01%
214
780
$5.25K ﹤0.01%
1,500
781
$5.25K ﹤0.01%
217
782
$5.24K ﹤0.01%
234
783
$5.22K ﹤0.01%
73
784
$5.21K ﹤0.01%
18
785
$5.09K ﹤0.01%
30
786
$5.09K ﹤0.01%
100
787
$5.08K ﹤0.01%
300
788
$5.07K ﹤0.01%
117
789
$5.06K ﹤0.01%
175
790
$4.98K ﹤0.01%
123
791
$4.92K ﹤0.01%
360
792
$4.91K ﹤0.01%
175
793
$4.88K ﹤0.01%
38
794
$4.87K ﹤0.01%
303
795
$4.86K ﹤0.01%
268
796
$4.85K ﹤0.01%
120
797
$4.84K ﹤0.01%
96
798
$4.8K ﹤0.01%
169
799
$4.8K ﹤0.01%
489
800
$4.73K ﹤0.01%
192