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
626
$4K ﹤0.01%
334
627
$4K ﹤0.01%
54
628
$4K ﹤0.01%
95
629
$4K ﹤0.01%
141
630
$4K ﹤0.01%
54
+26
631
$4K ﹤0.01%
51
632
$4K ﹤0.01%
569
633
$3K ﹤0.01%
62
634
$3K ﹤0.01%
31
635
$3K ﹤0.01%
29
636
$3K ﹤0.01%
67
637
$3K ﹤0.01%
100
638
$3K ﹤0.01%
16
639
$3K ﹤0.01%
46
640
$3K ﹤0.01%
24
+17
641
$3K ﹤0.01%
171
642
$3K ﹤0.01%
267
643
$3K ﹤0.01%
100
-400
644
$3K ﹤0.01%
56
645
$3K ﹤0.01%
104
646
$3K ﹤0.01%
122
647
$3K ﹤0.01%
109
648
$3K ﹤0.01%
+67
649
$3K ﹤0.01%
747
650
$3K ﹤0.01%
54
+20
24 25
26
27 28