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
851
$6.95K ﹤0.01%
2,020
852
$6.92K ﹤0.01%
143
853
$6.91K ﹤0.01%
498
854
$6.88K ﹤0.01%
80
855
$6.84K ﹤0.01%
178
856
$6.83K ﹤0.01%
972
857
$6.82K ﹤0.01%
13
858
$6.81K ﹤0.01%
183
859
$6.79K ﹤0.01%
96
860
$6.77K ﹤0.01%
69
861
$6.72K ﹤0.01%
69
862
$6.69K ﹤0.01%
60
863
$6.69K ﹤0.01%
106
864
$6.67K ﹤0.01%
14
865
$6.65K ﹤0.01%
126
866
$6.56K ﹤0.01%
123
867
$6.54K ﹤0.01%
500
868
$6.53K ﹤0.01%
1,000
869
$6.52K ﹤0.01%
+226
870
$6.5K ﹤0.01%
139
871
$6.5K ﹤0.01%
169
872
$6.43K ﹤0.01%
175
873
$6.41K ﹤0.01%
50
874
$6.33K ﹤0.01%
666
875
$6.33K ﹤0.01%
29