KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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
+$909K
2
+$807K
3
+$776K
4
PLTR icon
Palantir
PLTR
+$741K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$585K

Top Sells

1
+$529K
2
+$441K
3
+$211K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$138K
5
CVX icon
Chevron
CVX
+$138K

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
251
$60K 0.04%
2,704
+400
252
$60K 0.04%
1,183
253
$60K 0.04%
1,431
+26
254
$60K 0.04%
731
255
$59K 0.04%
844
256
$59K 0.04%
578
257
$58K 0.04%
250
+17
258
$57K 0.04%
789
+82
259
$57K 0.04%
1,098
260
$55K 0.04%
322
+19
261
$55K 0.04%
559
262
$55K 0.04%
2,244
263
$54K 0.04%
163
264
$54K 0.04%
275
+62
265
$53K 0.03%
300
266
$53K 0.03%
+201
267
$52K 0.03%
1,154
268
$52K 0.03%
813
+110
269
$52K 0.03%
185
270
$51K 0.03%
2,078
-460
271
$51K 0.03%
233
272
$51K 0.03%
1,410
+445
273
$51K 0.03%
1,767
+137
274
$50K 0.03%
143
+33
275
$50K 0.03%
233
9 10
11
12 13