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
1001
$4.86K ﹤0.01%
+90
1002
$4.84K ﹤0.01%
519
1003
$4.84K ﹤0.01%
200
1004
$4.81K ﹤0.01%
23
1005
$4.81K ﹤0.01%
52
1006
$4.8K ﹤0.01%
120
1007
$4.8K ﹤0.01%
+45
1008
$4.75K ﹤0.01%
152
1009
$4.75K ﹤0.01%
20
1010
$4.7K ﹤0.01%
82
1011
$4.67K ﹤0.01%
+64
1012
$4.67K ﹤0.01%
126
1013
$4.64K ﹤0.01%
34
1014
$4.64K ﹤0.01%
31
1015
$4.61K ﹤0.01%
421
1016
$4.56K ﹤0.01%
33
1017
$4.52K ﹤0.01%
83
1018
$4.51K ﹤0.01%
218
1019
$4.5K ﹤0.01%
283
1020
$4.5K ﹤0.01%
+36
1021
$4.48K ﹤0.01%
74
-1,093
1022
$4.48K ﹤0.01%
64
1023
$4.48K ﹤0.01%
550
1024
$4.43K ﹤0.01%
12
1025
$4.43K ﹤0.01%
250