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
$302M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Sells

1 +$761K
2 +$466K
3 +$409K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$382K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$229K

Sector Composition

1 Technology 14.79%
2 Healthcare 7.71%
3 Financials 4.51%
4 Consumer Discretionary 4.16%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$6.17K ﹤0.01%
157
+95
852
$6.16K ﹤0.01%
+98
853
$6.1K ﹤0.01%
44
854
$6.1K ﹤0.01%
13
+8
855
$6.1K ﹤0.01%
129
+94
856
$6.06K ﹤0.01%
169
857
$6.06K ﹤0.01%
785
858
$6K ﹤0.01%
143
859
$6K ﹤0.01%
69
860
$6K ﹤0.01%
95
861
$5.98K ﹤0.01%
202
862
$5.98K ﹤0.01%
106
863
$5.98K ﹤0.01%
+44
864
$5.94K ﹤0.01%
29
+25
865
$5.93K ﹤0.01%
+139
866
$5.92K ﹤0.01%
26
867
$5.91K ﹤0.01%
321
868
$5.9K ﹤0.01%
608
869
$5.9K ﹤0.01%
+137
870
$5.88K ﹤0.01%
250
871
$5.85K ﹤0.01%
+120
872
$5.85K ﹤0.01%
+107
873
$5.85K ﹤0.01%
96
874
$5.85K ﹤0.01%
300
875
$5.84K ﹤0.01%
+69