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
926
$5.7K ﹤0.01%
184
927
$5.65K ﹤0.01%
57
928
$5.64K ﹤0.01%
354
929
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250
930
$5.58K ﹤0.01%
115
931
$5.47K ﹤0.01%
37
-52
932
$5.43K ﹤0.01%
135
933
$5.42K ﹤0.01%
489
934
$5.39K ﹤0.01%
350
935
$5.38K ﹤0.01%
52
936
$5.35K ﹤0.01%
10
937
$5.35K ﹤0.01%
64
938
$5.33K ﹤0.01%
23
939
$5.33K ﹤0.01%
45
940
$5.3K ﹤0.01%
38
941
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942
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943
$5.23K ﹤0.01%
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944
$5.21K ﹤0.01%
+44
945
$5.19K ﹤0.01%
149
946
$5.16K ﹤0.01%
120
947
$5.14K ﹤0.01%
230
948
$5.1K ﹤0.01%
41
949
$5.05K ﹤0.01%
17
950
$5.05K ﹤0.01%
26