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
601
$5K ﹤0.01%
125
602
$5K ﹤0.01%
428
603
$5K ﹤0.01%
154
604
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68
605
$5K ﹤0.01%
189
606
$5K ﹤0.01%
+64
607
$5K ﹤0.01%
+120
608
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75
609
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39
610
$4K ﹤0.01%
30
611
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+432
612
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63
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52
617
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32
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619
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621
$4K ﹤0.01%
54
622
$4K ﹤0.01%
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623
$4K ﹤0.01%
30
+20
624
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625
$4K ﹤0.01%
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