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
1226
$508 ﹤0.01%
75
1227
$507 ﹤0.01%
53
1228
$504 ﹤0.01%
20
1229
$497 ﹤0.01%
5
1230
$491 ﹤0.01%
100
1231
$490 ﹤0.01%
37
1232
$488 ﹤0.01%
42
1233
$478 ﹤0.01%
15
1234
$470 ﹤0.01%
31
1235
$465 ﹤0.01%
9
1236
$443 ﹤0.01%
25
1237
$434 ﹤0.01%
6
1238
$429 ﹤0.01%
8
1239
$427 ﹤0.01%
445
1240
$424 ﹤0.01%
5
1241
$422 ﹤0.01%
7
1242
$417 ﹤0.01%
7
1243
$409 ﹤0.01%
13
1244
$399 ﹤0.01%
150
1245
$392 ﹤0.01%
17
1246
$389 ﹤0.01%
12
1247
$384 ﹤0.01%
10
1248
$361 ﹤0.01%
7
1249
$348 ﹤0.01%
6
1250
$348 ﹤0.01%
11
48 49
50
51 52