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KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.74%
2 Healthcare 8.19%
3 Financials 4.7%
4 Consumer Staples 4.34%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
-502
1177
-400
1178
-10
1179
-1,842
1180
-473
1181
-991
1182
-44
1183
-524
1184
-10
1185
-437
1186
-30
1187
-215
1188
-100
1189
-25
1190
-23,205
1191
-4,425
1192
-283
1193
-69
1194
-50
1195
-5
1196
-229
1197
-178
1198
-200
1199
-3,375
1200
-35