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
776
$12.1K ﹤0.01%
145
777
$12.1K ﹤0.01%
100
778
$12K ﹤0.01%
430
779
$11.9K ﹤0.01%
108
780
$11.8K ﹤0.01%
640
781
$11.6K ﹤0.01%
61
782
$11.6K ﹤0.01%
67
783
$11.6K ﹤0.01%
97
784
$11.5K ﹤0.01%
37
785
$11.5K ﹤0.01%
103
786
$11.5K ﹤0.01%
62
787
$11.5K ﹤0.01%
419
788
$11.4K ﹤0.01%
97
789
$11.4K ﹤0.01%
19
+4
790
$11.4K ﹤0.01%
283
791
$11.4K ﹤0.01%
333
792
$11.4K ﹤0.01%
368
793
$11.3K ﹤0.01%
481
794
$11.3K ﹤0.01%
27
795
$11.2K ﹤0.01%
325
-95
796
$11.2K ﹤0.01%
216
797
$11.2K ﹤0.01%
710
798
$11.1K ﹤0.01%
1,360
799
$11K ﹤0.01%
100
800
$10.7K ﹤0.01%
34