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
976
$4.58K ﹤0.01%
93
977
$4.56K ﹤0.01%
127
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979
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29
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982
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63
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983
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984
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986
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988
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995
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93
996
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27
997
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152
998
$4.21K ﹤0.01%
250
999
$4.18K ﹤0.01%
126
1000
$4.16K ﹤0.01%
64