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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
1201
-425
1202
-6,022
1203
-428
1204
-475
1205
-5
1206
-39
1207
-75
1208
-159
1209
-266
1210
-98
1211
-30
1212
-35
1213
-90
1214
-303
1215
-223
1216
-325
1217
-537
1218
-323
1219
-175
1220
-569
1221
-275
1222
-125
1223
-758
1224
-251
1225
-279