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
526
$8K 0.01%
+317
527
$8K 0.01%
221
528
$8K 0.01%
218
529
$8K 0.01%
454
+226
530
$8K 0.01%
71
531
$8K 0.01%
25
532
$8K 0.01%
+300
533
$8K 0.01%
73
534
$8K 0.01%
143
535
$8K 0.01%
119
536
$7K ﹤0.01%
+1,000
537
$7K ﹤0.01%
35
538
$7K ﹤0.01%
145
539
$7K ﹤0.01%
+25
540
$7K ﹤0.01%
100
541
$7K ﹤0.01%
235
542
$7K ﹤0.01%
143
543
$7K ﹤0.01%
58
544
$7K ﹤0.01%
456
545
$7K ﹤0.01%
131
+59
546
$7K ﹤0.01%
91
+27
547
$7K ﹤0.01%
1,500
548
$7K ﹤0.01%
100
549
$7K ﹤0.01%
73
550
$7K ﹤0.01%
133