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
$366M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.19%
2 Healthcare 6.15%
3 Financials 4.67%
4 Consumer Discretionary 3.94%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$5.96K ﹤0.01%
68
877
$5.89K ﹤0.01%
106
878
$5.82K ﹤0.01%
69
879
$5.8K ﹤0.01%
234
880
$5.8K ﹤0.01%
93
881
$5.76K ﹤0.01%
156
-162
882
$5.75K ﹤0.01%
785
883
$5.75K ﹤0.01%
47
884
$5.73K ﹤0.01%
17
885
$5.72K ﹤0.01%
115
886
$5.71K ﹤0.01%
135
887
$5.71K ﹤0.01%
405
888
$5.66K ﹤0.01%
183
889
$5.65K ﹤0.01%
175
890
$5.64K ﹤0.01%
1,700
891
$5.6K ﹤0.01%
29
892
$5.58K ﹤0.01%
41
893
$5.54K ﹤0.01%
180
894
$5.54K ﹤0.01%
31
895
$5.53K ﹤0.01%
96
896
$5.5K ﹤0.01%
126
897
$5.46K ﹤0.01%
44
898
$5.44K ﹤0.01%
178
899
$5.43K ﹤0.01%
50
900
$5.42K ﹤0.01%
38