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
626
$4K ﹤0.01%
+250
627
$4K ﹤0.01%
86
-64
628
$4K ﹤0.01%
141
629
$4K ﹤0.01%
1,500
630
$4K ﹤0.01%
54
+26
631
$4K ﹤0.01%
51
632
$4K ﹤0.01%
569
633
$3K ﹤0.01%
17
634
$3K ﹤0.01%
+349
635
$3K ﹤0.01%
267
636
$3K ﹤0.01%
100
-400
637
$3K ﹤0.01%
56
638
$3K ﹤0.01%
104
639
$3K ﹤0.01%
122
640
$3K ﹤0.01%
109
641
$3K ﹤0.01%
+67
642
$3K ﹤0.01%
747
643
$3K ﹤0.01%
54
+20
644
$3K ﹤0.01%
75
645
$3K ﹤0.01%
25
646
$3K ﹤0.01%
+25
647
$3K ﹤0.01%
90
648
$3K ﹤0.01%
24
649
$3K ﹤0.01%
+5
650
$3K ﹤0.01%
62
24 25
26
27 28