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
26
$980K 0.65%
8,179
+40
27
$894K 0.59%
3,992
28
$886K 0.58%
19,110
+30
29
$863K 0.57%
15,294
+5,151
30
$861K 0.57%
8,436
31
$793K 0.52%
20,430
+14,932
32
$788K 0.52%
13,552
-27
33
$771K 0.51%
2
34
$770K 0.51%
9,240
+3,097
35
$767K 0.51%
7,440
-180
36
$759K 0.5%
5,009
37
$745K 0.49%
3,326
38
$732K 0.48%
11,940
39
$726K 0.48%
1,950
40
$720K 0.47%
3,259
-633
41
$716K 0.47%
5,060
-364
42
$711K 0.47%
9,375
43
$683K 0.45%
2,673
44
$673K 0.44%
8,961
+7,885
45
$660K 0.44%
7,183
+349
46
$646K 0.43%
14,441
+122
47
$635K 0.42%
5,865
+160
48
$629K 0.41%
+27,028
49
$624K 0.41%
14,335
+595
50
$621K 0.41%
2,261
1
2
3 4 5