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
876
$6.32K ﹤0.01%
41
877
$6.31K ﹤0.01%
23
878
$6.19K ﹤0.01%
61
879
$6.18K ﹤0.01%
132
880
$6.17K ﹤0.01%
1,700
881
$6.17K ﹤0.01%
141
882
$6.16K ﹤0.01%
211
883
$6.14K ﹤0.01%
300
884
$6.13K ﹤0.01%
135
885
$6.12K ﹤0.01%
135
886
$6.11K ﹤0.01%
708
887
$6.1K ﹤0.01%
44
888
$6.08K ﹤0.01%
156
889
$6K ﹤0.01%
245
890
$6K ﹤0.01%
608
891
$5.99K ﹤0.01%
125
892
$5.97K ﹤0.01%
250
893
$5.95K ﹤0.01%
1,120
894
$5.95K ﹤0.01%
137
895
$5.91K ﹤0.01%
234
896
$5.87K ﹤0.01%
57
897
$5.85K ﹤0.01%
288
898
$5.79K ﹤0.01%
117
899
$5.76K ﹤0.01%
100
900
$5.7K ﹤0.01%
93