KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
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
State Street 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
451
$14K 0.01%
559
452
$14K 0.01%
1,475
453
$13K 0.01%
+2,000
454
$13K 0.01%
25
455
$13K 0.01%
70
456
$13K 0.01%
300
457
$13K 0.01%
1,072
458
$13K 0.01%
160
459
$12K 0.01%
710
460
$12K 0.01%
275
461
$12K 0.01%
140
462
$12K 0.01%
194
+40
463
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189
464
$12K 0.01%
69
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465
$12K 0.01%
85
466
$12K 0.01%
104
467
$11K 0.01%
47
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468
$11K 0.01%
34
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469
$11K 0.01%
419
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470
$11K 0.01%
30
471
$11K 0.01%
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472
$11K 0.01%
280
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473
$11K 0.01%
188
474
$11K 0.01%
220
475
$11K 0.01%
238
17 18
19
20 21