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
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.05M
3 +$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1 +$932K
2 +$910K
3 +$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$8.48K ﹤0.01%
89
802
$8.47K ﹤0.01%
137
803
$8.43K ﹤0.01%
1,010
804
$8.4K ﹤0.01%
342
805
$8.4K ﹤0.01%
52
806
$8.37K ﹤0.01%
195
807
$8.3K ﹤0.01%
68
808
$8.18K ﹤0.01%
291
809
$8.14K ﹤0.01%
200
810
$8.13K ﹤0.01%
134
+2
811
$8.1K ﹤0.01%
149
812
$8.1K ﹤0.01%
15
813
$8.06K ﹤0.01%
143
814
$8.03K ﹤0.01%
358
815
$7.99K ﹤0.01%
207
816
$7.99K ﹤0.01%
+675
817
$7.98K ﹤0.01%
280
818
$7.96K ﹤0.01%
73
819
$7.94K ﹤0.01%
124
820
$7.88K ﹤0.01%
99
821
$7.82K ﹤0.01%
202
822
$7.73K ﹤0.01%
340
823
$7.72K ﹤0.01%
364
824
$7.68K ﹤0.01%
360
825
$7.67K ﹤0.01%
135