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
926
$5.25K ﹤0.01%
88
+18
927
$5.24K ﹤0.01%
184
928
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67
929
$5.18K ﹤0.01%
41
930
$5.17K ﹤0.01%
350
931
$5.15K ﹤0.01%
230
932
$5.15K ﹤0.01%
250
933
$5.14K ﹤0.01%
249
-810
934
$5.1K ﹤0.01%
12
935
$5.08K ﹤0.01%
66
936
$5.06K ﹤0.01%
60
937
$5.05K ﹤0.01%
49
938
$5.05K ﹤0.01%
180
939
$5.04K ﹤0.01%
41
940
$5.04K ﹤0.01%
28
941
$5.03K ﹤0.01%
100
942
$5.01K ﹤0.01%
106
943
$4.98K ﹤0.01%
68
944
$4.98K ﹤0.01%
26
945
$4.95K ﹤0.01%
750
946
$4.94K ﹤0.01%
246
947
$4.94K ﹤0.01%
83
948
$4.93K ﹤0.01%
58
949
$4.91K ﹤0.01%
52
950
$4.83K ﹤0.01%
580