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
451
$14K 0.01%
559
452
$14K 0.01%
1,475
453
$13K 0.01%
300
454
$13K 0.01%
1,072
455
$13K 0.01%
160
456
$13K 0.01%
+2,000
457
$13K 0.01%
25
458
$13K 0.01%
70
459
$12K 0.01%
104
460
$12K 0.01%
710
461
$12K 0.01%
275
462
$12K 0.01%
140
463
$12K 0.01%
194
+40
464
$12K 0.01%
189
465
$12K 0.01%
69
-29
466
$12K 0.01%
85
467
$11K 0.01%
47
+11
468
$11K 0.01%
34
+19
469
$11K 0.01%
419
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470
$11K 0.01%
30
471
$11K 0.01%
359
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472
$11K 0.01%
374
+4
473
$11K 0.01%
167
474
$11K 0.01%
280
+35
475
$11K 0.01%
188
17 18
19
20 21