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
1026
$3.41K ﹤0.01%
24
-30
1027
$3.38K ﹤0.01%
120
1028
$3.38K ﹤0.01%
78
1029
$3.35K ﹤0.01%
90
1030
$3.35K ﹤0.01%
120
1031
$3.35K ﹤0.01%
64
1032
$3.33K ﹤0.01%
141
1033
$3.28K ﹤0.01%
66
1034
$3.27K ﹤0.01%
91
1035
$3.24K ﹤0.01%
46
1036
$3.2K ﹤0.01%
112
1037
$3.2K ﹤0.01%
11
1038
$3.19K ﹤0.01%
100
1039
$3.19K ﹤0.01%
550
1040
$3.12K ﹤0.01%
119
1041
$3.12K ﹤0.01%
87
1042
$3.1K ﹤0.01%
73
1043
$3.07K ﹤0.01%
58
1044
$3K ﹤0.01%
10
1045
$3K ﹤0.01%
77
1046
$3K ﹤0.01%
1,000
1047
$2.99K ﹤0.01%
14
1048
$2.95K ﹤0.01%
180
1049
$2.9K ﹤0.01%
16
1050
$2.88K ﹤0.01%
455