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
776
$10.1K ﹤0.01%
213
777
$10.1K ﹤0.01%
254
778
$10.1K ﹤0.01%
1,500
779
$9.97K ﹤0.01%
1,360
780
$9.89K ﹤0.01%
225
781
$9.88K ﹤0.01%
4,890
782
$9.87K ﹤0.01%
27
+2
783
$9.86K ﹤0.01%
218
784
$9.86K ﹤0.01%
72
785
$9.85K ﹤0.01%
270
786
$9.8K ﹤0.01%
492
787
$9.78K ﹤0.01%
+37
788
$9.72K ﹤0.01%
104
789
$9.71K ﹤0.01%
1,176
-1,108
790
$9.68K ﹤0.01%
255
791
$9.55K ﹤0.01%
100
792
$9.46K ﹤0.01%
87
793
$9.46K ﹤0.01%
140
794
$9.45K ﹤0.01%
139
+71
795
$9.36K ﹤0.01%
1,376
+35
796
$9.34K ﹤0.01%
335
797
$9.31K ﹤0.01%
219
+142
798
$9.29K ﹤0.01%
1,749
799
$9.27K ﹤0.01%
97
800
$9.26K ﹤0.01%
417