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
901
$6.08K ﹤0.01%
125
902
$6.06K ﹤0.01%
156
903
$6.06K ﹤0.01%
43
904
$6.04K ﹤0.01%
211
905
$6.03K ﹤0.01%
12
906
$6.03K ﹤0.01%
708
907
$6.01K ﹤0.01%
141
908
$6K ﹤0.01%
31
+2
909
$6K ﹤0.01%
300
910
$5.99K ﹤0.01%
61
911
$5.99K ﹤0.01%
100
912
$5.99K ﹤0.01%
+243
913
$5.93K ﹤0.01%
80
914
$5.92K ﹤0.01%
1,700
915
$5.9K ﹤0.01%
183
916
$5.89K ﹤0.01%
250
917
$5.89K ﹤0.01%
137
918
$5.88K ﹤0.01%
117
919
$5.85K ﹤0.01%
89
920
$5.83K ﹤0.01%
334
921
$5.8K ﹤0.01%
180
922
$5.75K ﹤0.01%
288
923
$5.72K ﹤0.01%
100
924
$5.71K ﹤0.01%
342
925
$5.71K ﹤0.01%
202