KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.14%
2 Healthcare 10.22%
3 Financials 5.85%
4 Consumer Discretionary 4.66%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$1K ﹤0.01%
13
1027
$1K ﹤0.01%
5
1028
$1K ﹤0.01%
65
1029
$1K ﹤0.01%
9
1030
$1K ﹤0.01%
18
1031
$1K ﹤0.01%
60
1032
$1K ﹤0.01%
6
1033
$1K ﹤0.01%
30
1034
$1K ﹤0.01%
89
1035
$1K ﹤0.01%
50
1036
$1K ﹤0.01%
5
1037
$1K ﹤0.01%
385
1038
$1K ﹤0.01%
30
1039
$1K ﹤0.01%
12
1040
$1K ﹤0.01%
10
1041
$1K ﹤0.01%
125
1042
$1K ﹤0.01%
+2
1043
$1K ﹤0.01%
14
1044
$1K ﹤0.01%
100
1045
$1K ﹤0.01%
27
1046
$1K ﹤0.01%
200
1047
$1K ﹤0.01%
125
1048
$1K ﹤0.01%
13
1049
$1K ﹤0.01%
23
1050
$1K ﹤0.01%
39