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
276
$49K 0.03%
856
+85
277
$49K 0.03%
3,118
+31
278
$48K 0.03%
34
279
$48K 0.03%
361
280
$48K 0.03%
1,126
+77
281
$48K 0.03%
827
282
$48K 0.03%
344
283
$47K 0.03%
1,681
284
$47K 0.03%
1,200
285
$47K 0.03%
1,360
286
$47K 0.03%
1,203
+173
287
$47K 0.03%
800
288
$46K 0.03%
2,148
289
$46K 0.03%
565
-1,370
290
$46K 0.03%
233
+13
291
$46K 0.03%
671
+37
292
$46K 0.03%
553
293
$46K 0.03%
358
294
$45K 0.03%
137
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295
$45K 0.03%
+2,000
296
$45K 0.03%
183
297
$44K 0.03%
405
298
$44K 0.03%
197
+23
299
$43K 0.03%
450
300
$43K 0.03%
140
10 11
12
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