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
1101
$2.09K ﹤0.01%
591
1102
$2.01K ﹤0.01%
107
1103
$1.98K ﹤0.01%
25
1104
$1.97K ﹤0.01%
40
+2
1105
$1.95K ﹤0.01%
32
1106
$1.86K ﹤0.01%
25
1107
$1.86K ﹤0.01%
20
1108
$1.86K ﹤0.01%
419
1109
$1.84K ﹤0.01%
36
1110
$1.81K ﹤0.01%
24
1111
$1.79K ﹤0.01%
60
1112
$1.78K ﹤0.01%
17
1113
$1.76K ﹤0.01%
79
1114
$1.75K ﹤0.01%
125
-196
1115
$1.74K ﹤0.01%
150
1116
$1.74K ﹤0.01%
41
1117
$1.74K ﹤0.01%
50
1118
$1.7K ﹤0.01%
18
1119
$1.67K ﹤0.01%
30
1120
$1.64K ﹤0.01%
59
1121
$1.64K ﹤0.01%
32
1122
$1.64K ﹤0.01%
5
1123
$1.61K ﹤0.01%
159
1124
$1.61K ﹤0.01%
41
1125
$1.6K ﹤0.01%
56
43 44
45
46 47