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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$9.19K ﹤0.01%
285
-29
802
$9.15K ﹤0.01%
50
803
$9.05K ﹤0.01%
200
804
$9.04K ﹤0.01%
67
805
$9.03K ﹤0.01%
44
806
$9.02K ﹤0.01%
1,500
807
$8.99K ﹤0.01%
134
808
$8.89K ﹤0.01%
202
809
$8.88K ﹤0.01%
128
810
$8.86K ﹤0.01%
32
811
$8.8K ﹤0.01%
61
812
$8.78K ﹤0.01%
97
813
$8.76K ﹤0.01%
227
814
$8.76K ﹤0.01%
405
815
$8.75K ﹤0.01%
62
816
$8.69K ﹤0.01%
659
817
$8.64K ﹤0.01%
34
818
$8.63K ﹤0.01%
74
819
$8.55K ﹤0.01%
157
820
$8.53K ﹤0.01%
60
821
$8.46K ﹤0.01%
96
822
$8.46K ﹤0.01%
97
823
$8.46K ﹤0.01%
815
824
$8.42K ﹤0.01%
+5
825
$8.38K ﹤0.01%
750