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
826
$4.06K ﹤0.01%
97
827
$4.03K ﹤0.01%
500
828
$4.02K ﹤0.01%
569
829
$3.98K ﹤0.01%
266
830
$3.96K ﹤0.01%
99
831
$3.94K ﹤0.01%
99
832
$3.89K ﹤0.01%
488
833
$3.88K ﹤0.01%
812
834
$3.87K ﹤0.01%
400
835
$3.85K ﹤0.01%
100
836
$3.83K ﹤0.01%
550
837
$3.81K ﹤0.01%
270
838
$3.79K ﹤0.01%
548
839
$3.77K ﹤0.01%
170
840
$3.75K ﹤0.01%
250
841
$3.74K ﹤0.01%
44
842
$3.73K ﹤0.01%
223
843
$3.73K ﹤0.01%
78
844
$3.69K ﹤0.01%
312
845
$3.69K ﹤0.01%
325
846
$3.68K ﹤0.01%
30
847
$3.62K ﹤0.01%
133
848
$3.61K ﹤0.01%
117
849
$3.6K ﹤0.01%
227
850
$3.57K ﹤0.01%
600
32 33
34
35 36