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
1176
$1.07K ﹤0.01%
20
1177
$1.06K ﹤0.01%
23
1178
$1.05K ﹤0.01%
50
1179
$1.03K ﹤0.01%
6
1180
$1.02K ﹤0.01%
19
1181
$1.02K ﹤0.01%
31
1182
$1.01K ﹤0.01%
56
1183
$1.01K ﹤0.01%
89
1184
$1.01K ﹤0.01%
35
1185
$1K ﹤0.01%
12
1186
$997 ﹤0.01%
21
1187
$970 ﹤0.01%
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1188
$966 ﹤0.01%
10
1189
$929 ﹤0.01%
66
1190
$925 ﹤0.01%
23
1191
$924 ﹤0.01%
7
1192
$924 ﹤0.01%
10
1193
$909 ﹤0.01%
21
1194
$896 ﹤0.01%
830
1195
$881 ﹤0.01%
89
1196
$848 ﹤0.01%
160
1197
$824 ﹤0.01%
19
1198
$796 ﹤0.01%
46
1199
$786 ﹤0.01%
9
1200
$785 ﹤0.01%
141
46 47
48
49 50