KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
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
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%
54
627
$4K ﹤0.01%
95
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%
24
634
$3K ﹤0.01%
+5
635
$3K ﹤0.01%
62
636
$3K ﹤0.01%
31
637
$3K ﹤0.01%
29
638
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100
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16
641
$3K ﹤0.01%
46
642
$3K ﹤0.01%
24
+17
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$3K ﹤0.01%
171
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$3K ﹤0.01%
17
645
$3K ﹤0.01%
+349
646
$3K ﹤0.01%
267
647
$3K ﹤0.01%
100
-400
648
$3K ﹤0.01%
56
649
$3K ﹤0.01%
104
650
$3K ﹤0.01%
122