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
1276
$148 ﹤0.01%
5
1277
$143 ﹤0.01%
8
1278
$142 ﹤0.01%
5
1279
$130 ﹤0.01%
2
1280
$123 ﹤0.01%
2
1281
$116 ﹤0.01%
11
1282
$115 ﹤0.01%
2
1283
$113 ﹤0.01%
5
1284
$113 ﹤0.01%
6
1285
$108 ﹤0.01%
13
1286
$104 ﹤0.01%
3
1287
$102 ﹤0.01%
10
1288
$102 ﹤0.01%
1
1289
$99 ﹤0.01%
2
1290
$88 ﹤0.01%
10
1291
$88 ﹤0.01%
2
1292
$82 ﹤0.01%
17
1293
$81 ﹤0.01%
2
1294
$80 ﹤0.01%
1
1295
$75 ﹤0.01%
2
1296
$73 ﹤0.01%
6
1297
$68 ﹤0.01%
6
1298
$53 ﹤0.01%
12
+8
1299
$47 ﹤0.01%
6
1300
$47 ﹤0.01%
1
50 51
52
53 54