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
$417M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Sells

1 +$701K
2 +$546K
3 +$470K
4
DIS icon
Walt Disney
DIS
+$467K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$377K

Sector Composition

1 Technology 13.59%
2 Healthcare 5.65%
3 Financials 4.57%
4 Consumer Discretionary 3.37%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$6.65K ﹤0.01%
120
877
$6.63K ﹤0.01%
132
878
$6.61K ﹤0.01%
129
879
$6.57K ﹤0.01%
14
-132
880
$6.54K ﹤0.01%
226
881
$6.52K ﹤0.01%
69
882
$6.52K ﹤0.01%
175
883
$6.51K ﹤0.01%
666
884
$6.51K ﹤0.01%
785
885
$6.5K ﹤0.01%
291
886
$6.5K ﹤0.01%
96
887
$6.49K ﹤0.01%
1,010
888
$6.46K ﹤0.01%
38
+7
889
$6.43K ﹤0.01%
93
890
$6.41K ﹤0.01%
245
891
$6.39K ﹤0.01%
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892
$6.32K ﹤0.01%
135
893
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36
894
$6.28K ﹤0.01%
519
-226
895
$6.26K ﹤0.01%
13
896
$6.25K ﹤0.01%
60
897
$6.24K ﹤0.01%
608
898
$6.21K ﹤0.01%
234
899
$6.09K ﹤0.01%
169
900
$6.08K ﹤0.01%
69