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
601
$5K ﹤0.01%
428
602
$5K ﹤0.01%
154
603
$5K ﹤0.01%
68
604
$5K ﹤0.01%
189
605
$5K ﹤0.01%
+64
606
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+120
607
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75
608
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39
609
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312
610
$4K ﹤0.01%
1,500
611
$4K ﹤0.01%
54
+26
612
$4K ﹤0.01%
30
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71
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$4K ﹤0.01%
23
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$4K ﹤0.01%
+250
616
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30
617
$4K ﹤0.01%
+432
618
$4K ﹤0.01%
86
-64
619
$4K ﹤0.01%
63
620
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218
621
$4K ﹤0.01%
56
622
$4K ﹤0.01%
19
623
$4K ﹤0.01%
52
624
$4K ﹤0.01%
32
625
$4K ﹤0.01%
45
23 24
25
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