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
1076
$2.44K ﹤0.01%
8
1077
$2.43K ﹤0.01%
67
1078
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100
1079
$2.4K ﹤0.01%
24
1080
$2.4K ﹤0.01%
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1081
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52
1082
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25
1083
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1084
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1086
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1089
$2.26K ﹤0.01%
150
1090
$2.23K ﹤0.01%
38
1091
$2.23K ﹤0.01%
82
1092
$2.2K ﹤0.01%
+127
1093
$2.2K ﹤0.01%
16
1094
$2.18K ﹤0.01%
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1095
$2.17K ﹤0.01%
62
1096
$2.15K ﹤0.01%
21
1097
$2.15K ﹤0.01%
100
1098
$2.13K ﹤0.01%
20
1099
$2.12K ﹤0.01%
21
1100
$2.1K ﹤0.01%
100
42 43
44
45 46