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
$152M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$842K
3
+$767K
4
PLTR icon
Palantir
PLTR
+$629K
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$592K

Top Sells

1
+$563K
2
+$427K
3
+$216K
4
CVX icon
Chevron
CVX
+$148K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$140K

Sector Composition

1 Technology 15.49%
2 Healthcare 12.02%
3 Communication Services 8.33%
4 Financials 6.65%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$73K 0.05%
150
227
$73K 0.05%
859
228
$72K 0.05%
448
+133
229
$71K 0.05%
537
+362
230
$71K 0.05%
900
231
$69K 0.05%
365
232
$69K 0.05%
+1,585
233
$68K 0.04%
1,383
-1,453
234
$67K 0.04%
567
235
$66K 0.04%
4,759
+712
236
$65K 0.04%
350
237
$65K 0.04%
1,572
238
$64K 0.04%
817
239
$63K 0.04%
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240
$63K 0.04%
312
241
$63K 0.04%
696
242
$62K 0.04%
1,941
243
$62K 0.04%
5,026
+2,690
244
$62K 0.04%
+1,900
245
$62K 0.04%
1,000
246
$62K 0.04%
800
247
$61K 0.04%
2,432
-780
248
$61K 0.04%
620
249
$61K 0.04%
185
250
$60K 0.04%
1,636
-29
8 9
10
11 12