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
1001
$4.04K ﹤0.01%
56
1002
$4.02K ﹤0.01%
168
1003
$4K ﹤0.01%
120
1004
$3.99K ﹤0.01%
83
1005
$3.97K ﹤0.01%
60
1006
$3.96K ﹤0.01%
79
1007
$3.96K ﹤0.01%
99
1008
$3.95K ﹤0.01%
63
1009
$3.95K ﹤0.01%
36
1010
$3.87K ﹤0.01%
202
1011
$3.82K ﹤0.01%
41
1012
$3.81K ﹤0.01%
133
1013
$3.81K ﹤0.01%
84
1014
$3.76K ﹤0.01%
216
1015
$3.74K ﹤0.01%
70
1016
$3.72K ﹤0.01%
41
1017
$3.72K ﹤0.01%
35
1018
$3.61K ﹤0.01%
104
1019
$3.56K ﹤0.01%
150
1020
$3.56K ﹤0.01%
109
1021
$3.52K ﹤0.01%
44
1022
$3.51K ﹤0.01%
46
1023
$3.51K ﹤0.01%
40
1024
$3.48K ﹤0.01%
158
1025
$3.41K ﹤0.01%
16
39 40
41
42 43