KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
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
276
$49K 0.03%
3,118
+31
277
$49K 0.03%
856
+85
278
$48K 0.03%
344
279
$48K 0.03%
827
280
$48K 0.03%
1,126
+77
281
$48K 0.03%
34
282
$48K 0.03%
722
283
$47K 0.03%
800
284
$47K 0.03%
1,203
+173
285
$47K 0.03%
1,360
286
$47K 0.03%
1,200
287
$47K 0.03%
1,681
288
$46K 0.03%
358
289
$46K 0.03%
553
290
$46K 0.03%
671
+37
291
$46K 0.03%
233
+13
292
$46K 0.03%
565
-1,370
293
$46K 0.03%
2,148
294
$45K 0.03%
+2,000
295
$45K 0.03%
183
296
$45K 0.03%
137
-64
297
$44K 0.03%
405
298
$44K 0.03%
788
+92
299
$43K 0.03%
450
300
$43K 0.03%
140
10 11
12
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