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
376
$24K 0.02%
110
+11
377
$23K 0.02%
1,000
378
$23K 0.02%
67
379
$23K 0.02%
97
380
$23K 0.02%
350
381
$23K 0.02%
460
382
$23K 0.02%
153
383
$23K 0.02%
76
384
$22K 0.01%
492
385
$22K 0.01%
824
386
$22K 0.01%
250
387
$22K 0.01%
782
388
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451
389
$22K 0.01%
554
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390
$21K 0.01%
991
391
$21K 0.01%
654
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$21K 0.01%
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393
$21K 0.01%
810
394
$21K 0.01%
351
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395
$21K 0.01%
239
396
$21K 0.01%
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397
$21K 0.01%
184
398
$21K 0.01%
360
399
$20K 0.01%
342
400
$20K 0.01%
326
+200
14 15
16
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