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
$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
651
$3K ﹤0.01%
747
652
$3K ﹤0.01%
54
+20
653
$3K ﹤0.01%
75
654
$3K ﹤0.01%
25
655
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+25
656
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90
657
$3K ﹤0.01%
4
658
$3K ﹤0.01%
+43
659
$3K ﹤0.01%
42
660
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100
-726
661
$3K ﹤0.01%
600
662
$3K ﹤0.01%
91
663
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74
664
$3K ﹤0.01%
+10
665
$3K ﹤0.01%
17
666
$3K ﹤0.01%
+349
667
$2K ﹤0.01%
+19
668
$2K ﹤0.01%
180
669
$2K ﹤0.01%
24
670
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+100
671
$2K ﹤0.01%
25
672
$2K ﹤0.01%
60
673
$2K ﹤0.01%
25
674
$2K ﹤0.01%
94
675
$2K ﹤0.01%
+925
25 26
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