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
776
$9.5K ﹤0.01%
140
777
$9.43K ﹤0.01%
32
778
$9.43K ﹤0.01%
100
779
$9.41K ﹤0.01%
18
-76
780
$9.34K ﹤0.01%
216
781
$9.27K ﹤0.01%
97
782
$9.27K ﹤0.01%
400
783
$9.19K ﹤0.01%
659
784
$9.16K ﹤0.01%
25
785
$9.14K ﹤0.01%
420
786
$9.09K ﹤0.01%
202
787
$9.07K ﹤0.01%
128
788
$9.06K ﹤0.01%
77
789
$9.04K ﹤0.01%
97
790
$8.88K ﹤0.01%
227
791
$8.83K ﹤0.01%
34
792
$8.8K ﹤0.01%
74
793
$8.78K ﹤0.01%
73
794
$8.75K ﹤0.01%
48
795
$8.71K ﹤0.01%
106
796
$8.59K ﹤0.01%
67
797
$8.58K ﹤0.01%
254
798
$8.57K ﹤0.01%
157
799
$8.55K ﹤0.01%
97
800
$8.49K ﹤0.01%
44