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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$1.59K ﹤0.01%
50
1177
$1.57K ﹤0.01%
18
1178
$1.55K ﹤0.01%
17
-18
1179
$1.55K ﹤0.01%
6
1180
$1.54K ﹤0.01%
64
1181
$1.51K ﹤0.01%
8
1182
$1.49K ﹤0.01%
200
1183
$1.46K ﹤0.01%
54
1184
$1.45K ﹤0.01%
228
1185
$1.44K ﹤0.01%
25
1186
$1.42K ﹤0.01%
125
1187
$1.4K ﹤0.01%
34
1188
$1.4K ﹤0.01%
18
1189
$1.4K ﹤0.01%
23
1190
$1.39K ﹤0.01%
2
1191
$1.38K ﹤0.01%
30
1192
$1.38K ﹤0.01%
24
1193
$1.38K ﹤0.01%
108
1194
$1.37K ﹤0.01%
419
1195
$1.37K ﹤0.01%
21
1196
$1.31K ﹤0.01%
41
1197
$1.3K ﹤0.01%
39
1198
$1.29K ﹤0.01%
23
1199
$1.28K ﹤0.01%
142
1200
$1.27K ﹤0.01%
26
-14