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
976
$5.23K ﹤0.01%
28
977
$5.22K ﹤0.01%
183
978
$5.17K ﹤0.01%
44
979
$5.17K ﹤0.01%
36
980
$5.17K ﹤0.01%
230
981
$5.16K ﹤0.01%
180
982
$5.14K ﹤0.01%
39
983
$5.13K ﹤0.01%
85
984
$5.12K ﹤0.01%
489
985
$5.11K ﹤0.01%
+11
986
$5.1K ﹤0.01%
202
987
$5.09K ﹤0.01%
66
988
$5.08K ﹤0.01%
38
989
$5.02K ﹤0.01%
64
990
$5.01K ﹤0.01%
+104
991
$5K ﹤0.01%
+14
992
$5K ﹤0.01%
150
993
$4.99K ﹤0.01%
27
994
$4.99K ﹤0.01%
291
995
$4.98K ﹤0.01%
+52
996
$4.95K ﹤0.01%
17
997
$4.93K ﹤0.01%
69
998
$4.93K ﹤0.01%
180
999
$4.91K ﹤0.01%
+100
1000
$4.9K ﹤0.01%
149