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
1126
$1.59K ﹤0.01%
30
1127
$1.59K ﹤0.01%
49
1128
$1.58K ﹤0.01%
1,016
1129
$1.56K ﹤0.01%
99
1130
$1.56K ﹤0.01%
40
1131
$1.54K ﹤0.01%
64
1132
$1.53K ﹤0.01%
39
1133
$1.52K ﹤0.01%
26
1134
$1.5K ﹤0.01%
63
1135
$1.49K ﹤0.01%
180
1136
$1.49K ﹤0.01%
68
1137
$1.45K ﹤0.01%
32
1138
$1.43K ﹤0.01%
100
1139
$1.43K ﹤0.01%
200
1140
$1.42K ﹤0.01%
18
1141
$1.41K ﹤0.01%
142
1142
$1.41K ﹤0.01%
54
1143
$1.39K ﹤0.01%
173
1144
$1.37K ﹤0.01%
42
1145
$1.34K ﹤0.01%
39
1146
$1.32K ﹤0.01%
31
1147
$1.32K ﹤0.01%
61
1148
$1.29K ﹤0.01%
15
1149
$1.28K ﹤0.01%
41
1150
$1.28K ﹤0.01%
12
44 45
46
47 48