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
826
$7.63K ﹤0.01%
221
827
$7.57K ﹤0.01%
178
828
$7.56K ﹤0.01%
815
829
$7.55K ﹤0.01%
36
830
$7.5K ﹤0.01%
785
831
$7.47K ﹤0.01%
116
832
$7.46K ﹤0.01%
120
833
$7.42K ﹤0.01%
17
834
$7.36K ﹤0.01%
90
835
$7.35K ﹤0.01%
84
836
$7.29K ﹤0.01%
13
837
$7.28K ﹤0.01%
405
838
$7.26K ﹤0.01%
47
839
$7.24K ﹤0.01%
274
840
$7.18K ﹤0.01%
29
841
$7.18K ﹤0.01%
124
842
$7.15K ﹤0.01%
70
843
$7.08K ﹤0.01%
43
844
$7.06K ﹤0.01%
107
845
$7.03K ﹤0.01%
27
846
$7.01K ﹤0.01%
28
847
$6.99K ﹤0.01%
48
848
$6.99K ﹤0.01%
180
849
$6.98K ﹤0.01%
17
850
$6.98K ﹤0.01%
89
32 33
34
35 36