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
651
$3K ﹤0.01%
109
652
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+67
653
$3K ﹤0.01%
747
654
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54
+20
655
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75
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25
657
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+25
658
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90
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200
660
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661
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42
662
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600
664
$3K ﹤0.01%
91
665
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74
666
$3K ﹤0.01%
+10
667
$2K ﹤0.01%
+19
668
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180
669
$2K ﹤0.01%
24
670
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+100
671
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25
672
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60
673
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25
674
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94
675
$2K ﹤0.01%
+925