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
301
$43K 0.03%
238
+9
302
$43K 0.03%
279
+168
303
$42K 0.03%
1,629
304
$42K 0.03%
953
305
$42K 0.03%
116
306
$41K 0.03%
525
307
$41K 0.03%
462
+93
308
$41K 0.03%
321
309
$41K 0.03%
357
+46
310
$41K 0.03%
1,498
311
$41K 0.03%
174
312
$40K 0.03%
298
313
$40K 0.03%
5,326
314
$39K 0.03%
340
315
$38K 0.03%
139
316
$38K 0.03%
494
317
$38K 0.03%
840
318
$38K 0.03%
552
+39
319
$38K 0.03%
168
320
$37K 0.02%
131
+10
321
$37K 0.02%
515
322
$37K 0.02%
573
323
$37K 0.02%
1,205
324
$36K 0.02%
598
325
$36K 0.02%
2,720
+1,760
11 12
13
14 15