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
$460M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Sells

1 +$583K
2 +$463K
3 +$342K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$307K
5
BA icon
Boeing
BA
+$252K

Sector Composition

1 Technology 12.38%
2 Healthcare 4.98%
3 Financials 4.79%
4 Consumer Discretionary 3.14%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$9.64K ﹤0.01%
640
827
$9.63K ﹤0.01%
183
828
$9.62K ﹤0.01%
1,749
829
$9.53K ﹤0.01%
138
830
$9.49K ﹤0.01%
138
831
$9.39K ﹤0.01%
84
832
$9.37K ﹤0.01%
710
833
$9.35K ﹤0.01%
143
834
$9.21K ﹤0.01%
136
835
$9.19K ﹤0.01%
675
836
$9.19K ﹤0.01%
202
837
$9.14K ﹤0.01%
221
838
$9.01K ﹤0.01%
21
839
$8.99K ﹤0.01%
89
840
$8.94K ﹤0.01%
116
841
$8.94K ﹤0.01%
27
842
$8.9K ﹤0.01%
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$8.85K ﹤0.01%
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844
$8.81K ﹤0.01%
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845
$8.81K ﹤0.01%
115
+91
846
$8.81K ﹤0.01%
61
847
$8.79K ﹤0.01%
245
848
$8.78K ﹤0.01%
219
849
$8.74K ﹤0.01%
+199
850
$8.74K ﹤0.01%
97