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
$185M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.14%
2 Healthcare 10.22%
3 Financials 5.85%
4 Consumer Discretionary 4.66%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$5K ﹤0.01%
246
802
$5K ﹤0.01%
76
803
$5K ﹤0.01%
785
804
$5K ﹤0.01%
1,000
805
$5K ﹤0.01%
283
806
$5K ﹤0.01%
500
807
$5K ﹤0.01%
489
808
$5K ﹤0.01%
227
809
$5K ﹤0.01%
249
810
$5K ﹤0.01%
120
811
$5K ﹤0.01%
235
812
$5K ﹤0.01%
44
813
$5K ﹤0.01%
73
814
$5K ﹤0.01%
175
815
$5K ﹤0.01%
279
816
$5K ﹤0.01%
99
817
$5K ﹤0.01%
169
818
$5K ﹤0.01%
25
819
$5K ﹤0.01%
1,500
820
$5K ﹤0.01%
154
821
$5K ﹤0.01%
18
822
$4K ﹤0.01%
100
823
$4K ﹤0.01%
250
824
$4K ﹤0.01%
600
825
$4K ﹤0.01%
29