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
1051
$2.88K ﹤0.01%
32
1052
$2.85K ﹤0.01%
13
-13
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44
1054
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1055
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1056
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1057
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$2.75K ﹤0.01%
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1059
$2.72K ﹤0.01%
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1060
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1061
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$2.57K ﹤0.01%
600
1064
$2.55K ﹤0.01%
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1065
$2.54K ﹤0.01%
25
1066
$2.53K ﹤0.01%
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1067
$2.52K ﹤0.01%
88
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1068
$2.52K ﹤0.01%
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1069
$2.5K ﹤0.01%
25
1070
$2.48K ﹤0.01%
57
1071
$2.46K ﹤0.01%
38
1072
$2.45K ﹤0.01%
68
1073
$2.45K ﹤0.01%
20
1074
$2.44K ﹤0.01%
88
1075
$2.44K ﹤0.01%
33
41 42
43
44 45