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
951
$5.03K ﹤0.01%
+96
952
$5.01K ﹤0.01%
13
953
$4.99K ﹤0.01%
50
954
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44
955
$4.98K ﹤0.01%
180
956
$4.95K ﹤0.01%
19
957
$4.93K ﹤0.01%
49
958
$4.92K ﹤0.01%
178
959
$4.89K ﹤0.01%
246
960
$4.89K ﹤0.01%
249
961
$4.88K ﹤0.01%
171
962
$4.88K ﹤0.01%
39
963
$4.88K ﹤0.01%
41
964
$4.87K ﹤0.01%
214
965
$4.87K ﹤0.01%
194
966
$4.85K ﹤0.01%
99
967
$4.83K ﹤0.01%
29
968
$4.83K ﹤0.01%
22
969
$4.83K ﹤0.01%
283
970
$4.8K ﹤0.01%
66
971
$4.78K ﹤0.01%
35
972
$4.71K ﹤0.01%
2,020
973
$4.68K ﹤0.01%
34
974
$4.66K ﹤0.01%
83
975
$4.62K ﹤0.01%
1,516