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
1026
$4.42K ﹤0.01%
61
1027
$4.42K ﹤0.01%
44
1028
$4.41K ﹤0.01%
122
1029
$4.38K ﹤0.01%
+18
1030
$4.36K ﹤0.01%
+59
1031
$4.34K ﹤0.01%
28
1032
$4.34K ﹤0.01%
93
1033
$4.32K ﹤0.01%
178
1034
$4.3K ﹤0.01%
2,020
1035
$4.3K ﹤0.01%
147
1036
$4.29K ﹤0.01%
63
1037
$4.27K ﹤0.01%
76
+46
1038
$4.22K ﹤0.01%
83
1039
$4.2K ﹤0.01%
93
1040
$4.19K ﹤0.01%
60
1041
$4.19K ﹤0.01%
312
1042
$4.17K ﹤0.01%
325
1043
$4.16K ﹤0.01%
66
1044
$4.14K ﹤0.01%
400
1045
$4.09K ﹤0.01%
488
1046
$4.08K ﹤0.01%
548
1047
$4.06K ﹤0.01%
127
1048
$3.99K ﹤0.01%
16
1049
$3.99K ﹤0.01%
580
1050
$3.98K ﹤0.01%
91