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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
926
$6.14K ﹤0.01%
608
927
$6.08K ﹤0.01%
133
928
$6.07K ﹤0.01%
288
929
$6.05K ﹤0.01%
226
930
$6.05K ﹤0.01%
13
931
$6.04K ﹤0.01%
354
932
$6.03K ﹤0.01%
29
933
$6.02K ﹤0.01%
50
934
$6.01K ﹤0.01%
57
935
$6.01K ﹤0.01%
37
936
$6K ﹤0.01%
80
937
$5.97K ﹤0.01%
243
938
$5.95K ﹤0.01%
300
939
$5.9K ﹤0.01%
291
940
$5.88K ﹤0.01%
137
941
$5.88K ﹤0.01%
+92
942
$5.88K ﹤0.01%
99
943
$5.87K ﹤0.01%
+252
944
$5.86K ﹤0.01%
708
945
$5.85K ﹤0.01%
250
946
$5.84K ﹤0.01%
184
947
$5.84K ﹤0.01%
110
948
$5.82K ﹤0.01%
41
949
$5.8K ﹤0.01%
100
950
$5.78K ﹤0.01%
1,010