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
$392M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.05M
3
+$904K
4
IDCC icon
InterDigital
IDCC
+$639K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$596K

Top Sells

1
+$932K
2
+$910K
3
+$855K
4
DIS icon
Walt Disney
DIS
+$575K
5
AMZN icon
Amazon
AMZN
+$488K

Sector Composition

1 Technology 12.93%
2 Healthcare 6.14%
3 Financials 4.65%
4 Consumer Discretionary 3.69%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$4.34K ﹤0.01%
59
977
$4.33K ﹤0.01%
126
978
$4.33K ﹤0.01%
325
979
$4.31K ﹤0.01%
66
980
$4.28K ﹤0.01%
19
981
$4.27K ﹤0.01%
31
-111
982
$4.27K ﹤0.01%
93
983
$4.26K ﹤0.01%
29
984
$4.22K ﹤0.01%
106
985
$4.22K ﹤0.01%
64
986
$4.19K ﹤0.01%
80
987
$4.16K ﹤0.01%
122
988
$4.14K ﹤0.01%
400
989
$4.14K ﹤0.01%
488
990
$4.12K ﹤0.01%
218
991
$4.12K ﹤0.01%
646
992
$4.11K ﹤0.01%
95
993
$4.11K ﹤0.01%
61
994
$4.09K ﹤0.01%
250
995
$4.09K ﹤0.01%
548
996
$4.07K ﹤0.01%
35
997
$4.07K ﹤0.01%
33
998
$4.05K ﹤0.01%
188
999
$4.05K ﹤0.01%
152
1000
$4.05K ﹤0.01%
46
38 39
40
41 42