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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$10.7K ﹤0.01%
659
802
$10.7K ﹤0.01%
37
803
$10.5K ﹤0.01%
219
804
$10.3K ﹤0.01%
335
805
$10.3K ﹤0.01%
228
806
$10.3K ﹤0.01%
74
807
$10.3K ﹤0.01%
255
808
$10.2K ﹤0.01%
21
809
$10K ﹤0.01%
1,500
810
$9.97K ﹤0.01%
106
811
$9.86K ﹤0.01%
108
812
$9.81K ﹤0.01%
1,412
813
$9.8K ﹤0.01%
97
814
$9.75K ﹤0.01%
33
815
$9.75K ﹤0.01%
143
816
$9.74K ﹤0.01%
54
817
$9.68K ﹤0.01%
237
818
$9.68K ﹤0.01%
342
819
$9.64K ﹤0.01%
61
820
$9.63K ﹤0.01%
62
821
$9.63K ﹤0.01%
63
822
$9.6K ﹤0.01%
254
823
$9.57K ﹤0.01%
94
-21
824
$9.53K ﹤0.01%
218
825
$9.44K ﹤0.01%
183
+175