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
326
$36K 0.02%
2,720
+1,760
327
$36K 0.02%
687
328
$36K 0.02%
435
+100
329
$35K 0.02%
800
330
$35K 0.02%
2,439
-1,000
331
$34K 0.02%
885
332
$34K 0.02%
2,560
+2,500
333
$34K 0.02%
675
334
$34K 0.02%
1,600
335
$33K 0.02%
1,372
336
$33K 0.02%
1,000
337
$33K 0.02%
343
338
$33K 0.02%
667
+602
339
$32K 0.02%
1,298
340
$31K 0.02%
1,456
341
$30K 0.02%
191
342
$30K 0.02%
363
343
$30K 0.02%
2,450
344
$30K 0.02%
664
345
$30K 0.02%
1,104
346
$29K 0.02%
1,484
347
$29K 0.02%
195
348
$29K 0.02%
79
+5
349
$29K 0.02%
204
350
$28K 0.02%
1,032
12 13
14
15 16