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
851
$8.43K ﹤0.01%
136
852
$8.33K ﹤0.01%
104
853
$8.32K ﹤0.01%
280
854
$8.26K ﹤0.01%
19
855
$8.25K ﹤0.01%
358
856
$8.23K ﹤0.01%
207
857
$8.23K ﹤0.01%
73
858
$8.23K ﹤0.01%
143
859
$8.18K ﹤0.01%
274
860
$8.13K ﹤0.01%
138
861
$8.1K ﹤0.01%
190
+12
862
$8.08K ﹤0.01%
221
863
$8.03K ﹤0.01%
52
864
$8.03K ﹤0.01%
221
+198
865
$8.02K ﹤0.01%
157
866
$8.01K ﹤0.01%
123
867
$8K ﹤0.01%
96
868
$7.95K ﹤0.01%
82
869
$7.95K ﹤0.01%
73
870
$7.91K ﹤0.01%
143
871
$7.9K ﹤0.01%
60
872
$7.89K ﹤0.01%
1,749
873
$7.86K ﹤0.01%
116
874
$7.83K ﹤0.01%
492
875
$7.79K ﹤0.01%
1,200