KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.14%
2 Healthcare 10.22%
3 Financials 5.85%
4 Consumer Discretionary 4.66%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$0 ﹤0.01%
3
-18
1177
$0 ﹤0.01%
10
1178
$0 ﹤0.01%
1
1179
-8,510
1180
$0 ﹤0.01%
4
1181
$0 ﹤0.01%
2
1182
$0 ﹤0.01%
15
1183
$0 ﹤0.01%
2
1184
$0 ﹤0.01%
6
1185
$0 ﹤0.01%
5
1186
$0 ﹤0.01%
5