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
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$6.38M
3 +$4.59M
4
MSFT icon
Microsoft
MSFT
+$3.36M
5
XOM icon
Exxon Mobil
XOM
+$3.14M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 23.34%
2 Technology 13.41%
3 Healthcare 12.14%
4 Financials 6.68%
5 Consumer Discretionary 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$224K 0.21%
+1,479
102
$223K 0.21%
+2,532
103
$216K 0.2%
+1,935
104
$214K 0.2%
+1,084
105
$210K 0.2%
+9,756
106
$207K 0.19%
+2,871
107
$206K 0.19%
+5,461
108
$204K 0.19%
+684
109
$106K 0.1%
+10,456
110
$48K 0.05%
+2,052