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
$212M
AUM Growth
-$994K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$411K
2
+$372K
3
+$130K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$65K
5
CTXS
Citrix Systems Inc
CTXS
+$8K

Sector Composition

1 Technology 13.94%
2 Healthcare 10.09%
3 Financials 5.25%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4.69K ﹤0.01%
1,000
802
$4.66K ﹤0.01%
106
803
$4.64K ﹤0.01%
126
804
$4.63K ﹤0.01%
249
805
$4.6K ﹤0.01%
158
806
$4.57K ﹤0.01%
35
807
$4.53K ﹤0.01%
54
808
$4.52K ﹤0.01%
275
809
$4.48K ﹤0.01%
432
810
$4.47K ﹤0.01%
331
811
$4.45K ﹤0.01%
246
812
$4.39K ﹤0.01%
100
813
$4.38K ﹤0.01%
333
814
$4.37K ﹤0.01%
115
815
$4.32K ﹤0.01%
58
816
$4.31K ﹤0.01%
48
817
$4.27K ﹤0.01%
76
818
$4.25K ﹤0.01%
90
819
$4.2K ﹤0.01%
35
820
$4.2K ﹤0.01%
154
821
$4.19K ﹤0.01%
30
822
$4.17K ﹤0.01%
334
823
$4.17K ﹤0.01%
125
824
$4.11K ﹤0.01%
421
825
$4.07K ﹤0.01%
125
31 32
33
34 35