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
$460M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Sells

1 +$583K
2 +$463K
3 +$342K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$307K
5
BA icon
Boeing
BA
+$252K

Sector Composition

1 Technology 12.38%
2 Healthcare 4.98%
3 Financials 4.79%
4 Consumer Discretionary 3.14%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$12.1K ﹤0.01%
155
-194
777
$12K ﹤0.01%
47
+2
778
$11.9K ﹤0.01%
108
779
$11.9K ﹤0.01%
+110
780
$11.9K ﹤0.01%
306
+1
781
$11.8K ﹤0.01%
87
782
$11.8K ﹤0.01%
225
783
$11.8K ﹤0.01%
300
784
$11.7K ﹤0.01%
481
785
$11.6K ﹤0.01%
103
786
$11.6K ﹤0.01%
106
787
$11.4K ﹤0.01%
74
788
$11.3K ﹤0.01%
368
789
$11.3K ﹤0.01%
36
790
$11.3K ﹤0.01%
100
791
$11.3K ﹤0.01%
138
792
$11.2K ﹤0.01%
+785
793
$11K ﹤0.01%
92
-47
794
$10.9K ﹤0.01%
61
795
$10.9K ﹤0.01%
82
796
$10.9K ﹤0.01%
70
797
$10.9K ﹤0.01%
506
+257
798
$10.8K ﹤0.01%
67
799
$10.7K ﹤0.01%
19
800
$10.7K ﹤0.01%
54