KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Sells

1 +$204K
2 +$202K
3 +$168K
4
NEE icon
NextEra Energy
NEE
+$150K
5
JNJ icon
Johnson & Johnson
JNJ
+$109K

Sector Composition

1 Technology 15.7%
2 Healthcare 11.12%
3 Communication Services 7.24%
4 Financials 6.48%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$0 ﹤0.01%
5
902
-94
903
-200
904
$0 ﹤0.01%
6
905
$0 ﹤0.01%
5
906
$0 ﹤0.01%
40
907
$0 ﹤0.01%
69