KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
-$994K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$411K
2
+$372K
3
+$130K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$65K
5
CTXS
Citrix Systems Inc
CTXS
+$8K

Sector Composition

1 Technology 13.94%
2 Healthcare 10.09%
3 Financials 5.25%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2.02K ﹤0.01%
150
952
$2K ﹤0.01%
75
953
$1.99K ﹤0.01%
20
954
$1.97K ﹤0.01%
116
955
$1.96K ﹤0.01%
26
956
$1.95K ﹤0.01%
53
957
$1.93K ﹤0.01%
119
958
$1.91K ﹤0.01%
38
959
$1.9K ﹤0.01%
66
960
$1.89K ﹤0.01%
70
961
$1.86K ﹤0.01%
18
962
$1.85K ﹤0.01%
38
963
$1.83K ﹤0.01%
59
964
$1.82K ﹤0.01%
750
965
$1.79K ﹤0.01%
60
966
$1.76K ﹤0.01%
24
967
$1.75K ﹤0.01%
100
968
$1.75K ﹤0.01%
66
969
$1.74K ﹤0.01%
56
970
$1.74K ﹤0.01%
125
971
$1.71K ﹤0.01%
24
972
$1.7K ﹤0.01%
17
973
$1.7K ﹤0.01%
100
974
$1.69K ﹤0.01%
37
975
$1.68K ﹤0.01%
9
37 38
39
40 41