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
351
$28K 0.02%
815
352
$27K 0.02%
1,080
353
$27K 0.02%
133
354
$27K 0.02%
150
355
$27K 0.02%
320
356
$26K 0.02%
117
357
$26K 0.02%
524
358
$25K 0.02%
509
359
$25K 0.02%
1,160
360
$25K 0.02%
219
361
$25K 0.02%
37
362
$25K 0.02%
113
363
$25K 0.02%
400
364
$25K 0.02%
1,657
365
$25K 0.02%
411
366
$25K 0.02%
143
367
$25K 0.02%
133
368
$25K 0.02%
362
369
$25K 0.02%
269
370
$24K 0.02%
+480
371
$24K 0.02%
196
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372
$24K 0.02%
142
373
$24K 0.02%
1,342
374
$24K 0.02%
1,026
375
$24K 0.02%
1,000
13 14
15
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