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
951
$5.77K ﹤0.01%
58
952
$5.75K ﹤0.01%
684
953
$5.75K ﹤0.01%
83
954
$5.72K ﹤0.01%
169
955
$5.67K ﹤0.01%
112
956
$5.65K ﹤0.01%
250
957
$5.62K ﹤0.01%
45
958
$5.57K ﹤0.01%
+15
959
$5.47K ﹤0.01%
50
960
$5.42K ﹤0.01%
+49
961
$5.41K ﹤0.01%
173
962
$5.4K ﹤0.01%
194
963
$5.4K ﹤0.01%
96
964
$5.39K ﹤0.01%
46
965
$5.38K ﹤0.01%
99
966
$5.37K ﹤0.01%
1,516
967
$5.34K ﹤0.01%
22
968
$5.33K ﹤0.01%
99
+59
969
$5.3K ﹤0.01%
342
970
$5.3K ﹤0.01%
+134
971
$5.29K ﹤0.01%
249
972
$5.27K ﹤0.01%
+138
973
$5.25K ﹤0.01%
194
974
$5.23K ﹤0.01%
26
975
$5.23K ﹤0.01%
29