KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,500
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.52M
3 +$1.12M
4
MRBK icon
Meridian
MRBK
+$917K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$821K

Top Sells

1 +$662K
2 +$469K
3 +$399K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$352K
5
AAPL icon
Apple
AAPL
+$350K

Sector Composition

1 Technology 14.22%
2 Financials 5.06%
3 Healthcare 4.81%
4 Consumer Discretionary 3.02%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPOT icon
626
Spotify
SPOT
$98B
$29.4K 0.01%
42
NQP icon
627
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
$450M
$29.4K 0.01%
2,439
RSG icon
628
Republic Services
RSG
$69.4B
$29.1K 0.01%
128
+3
TTE icon
629
TotalEnergies
TTE
$160B
$28.8K 0.01%
477
FSIG icon
630
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.46B
$28.8K 0.01%
1,496
NUE icon
631
Nucor
NUE
$44.2B
$28.7K 0.01%
212
-4
MUFG icon
632
Mitsubishi UFJ Financial
MUFG
$217B
$28.7K 0.01%
1,832
GRMN icon
633
Garmin
GRMN
$39.6B
$28.6K 0.01%
112
CMC icon
634
Commercial Metals
CMC
$9.2B
$28.5K 0.01%
484
AN icon
635
AutoNation
AN
$7.3B
$28.4K 0.01%
127
HUM icon
636
Humana
HUM
$21.8B
$28.3K 0.01%
115
-2
MELI icon
637
Mercado Libre
MELI
$103B
$28.3K 0.01%
13
DG icon
638
Dollar General
DG
$32.4B
$28.1K 0.01%
282
-3
LYV icon
639
Live Nation Entertainment
LYV
$34.3B
$28K 0.01%
176
PANW icon
640
Palo Alto Networks
PANW
$115B
$27.9K 0.01%
135
MTB icon
641
M&T Bank
MTB
$36.3B
$27.8K 0.01%
142
+1
HACK icon
642
Amplify Cybersecurity ETF
HACK
$1.98B
$27.6K 0.01%
317
VRSN icon
643
VeriSign
VRSN
$20.2B
$27.5K 0.01%
100
OMFL icon
644
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.66B
$27.4K 0.01%
456
GSK icon
645
GSK
GSK
$118B
$27.2K 0.01%
598
+38
AWK icon
646
American Water Works
AWK
$24B
$27.2K 0.01%
200
-3
PH icon
647
Parker-Hannifin
PH
$124B
$27.2K 0.01%
36
IYJ icon
648
iShares US Industrials ETF
IYJ
$2.15B
$27.1K 0.01%
186
KRYS icon
649
Krystal Biotech
KRYS
$7.91B
$27.1K 0.01%
151
HYG icon
650
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.3B
$27K 0.01%
334