KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.5M
AUM Growth
-$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1 +$6.58M
2 +$2.5M
3 +$670K
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$484K
5
HD icon
Home Depot
HD
+$461K

Sector Composition

1 Technology 14.09%
2 Healthcare 13.24%
3 Communication Services 10.55%
4 Financials 6.9%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$58K 0.06%
+997
202
$56K 0.06%
+571
203
$56K 0.06%
+233
204
$55K 0.06%
+2,458
205
$53K 0.05%
+5,435
206
$52K 0.05%
+4,736
207
$52K 0.05%
+2,310
208
$51K 0.05%
+3,212
209
$51K 0.05%
+4,433
210
$51K 0.05%
+1,360
211
$50K 0.05%
+567
212
$50K 0.05%
+105
213
$50K 0.05%
+551
214
$49K 0.05%
+1,101
215
$49K 0.05%
+76
216
$49K 0.05%
+944
217
$49K 0.05%
+365
218
$48K 0.05%
+315
219
$48K 0.05%
+350
220
$48K 0.05%
+520
221
$48K 0.05%
+1,438
222
$47K 0.05%
+306
223
$47K 0.05%
+827
224
$47K 0.05%
+1,665
225
$47K 0.05%
+1,355