We are live on ! Find out more
KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
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%
125
602
$5K ﹤0.01%
428
603
$5K ﹤0.01%
154
604
$5K ﹤0.01%
68
605
$5K ﹤0.01%
189
606
$5K ﹤0.01%
+64
607
$5K ﹤0.01%
+120
608
$5K ﹤0.01%
39
609
$5K ﹤0.01%
312
610
$4K ﹤0.01%
1,500
611
$4K ﹤0.01%
23
612
$4K ﹤0.01%
+250
613
$4K ﹤0.01%
30
614
$4K ﹤0.01%
+432
615
$4K ﹤0.01%
569
616
$4K ﹤0.01%
30
+20
617
$4K ﹤0.01%
71
618
$4K ﹤0.01%
86
-64
619
$4K ﹤0.01%
63
620
$4K ﹤0.01%
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