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
826
$9.42K ﹤0.01%
36
827
$9.42K ﹤0.01%
89
828
$9.4K ﹤0.01%
44
829
$9.26K ﹤0.01%
459
+125
830
$9.26K ﹤0.01%
140
831
$9.14K ﹤0.01%
302
832
$9.1K ﹤0.01%
195
833
$9.09K ﹤0.01%
134
834
$9.05K ﹤0.01%
128
835
$8.98K ﹤0.01%
48
836
$8.96K ﹤0.01%
1,000
837
$8.92K ﹤0.01%
68
838
$8.89K ﹤0.01%
972
839
$8.87K ﹤0.01%
97
+65
840
$8.81K ﹤0.01%
200
841
$8.8K ﹤0.01%
41
842
$8.65K ﹤0.01%
200
843
$8.63K ﹤0.01%
202
844
$8.62K ﹤0.01%
132
845
$8.62K ﹤0.01%
417
846
$8.61K ﹤0.01%
100
847
$8.55K ﹤0.01%
227
848
$8.5K ﹤0.01%
245
849
$8.48K ﹤0.01%
3,965
-925
850
$8.48K ﹤0.01%
47