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
651
$3K ﹤0.01%
31
652
$3K ﹤0.01%
29
653
$3K ﹤0.01%
67
654
$3K ﹤0.01%
100
655
$3K ﹤0.01%
16
656
$3K ﹤0.01%
46
657
$3K ﹤0.01%
24
+17
658
$3K ﹤0.01%
171
659
$3K ﹤0.01%
200
660
$3K ﹤0.01%
+43
661
$3K ﹤0.01%
42
662
$3K ﹤0.01%
100
-726
663
$3K ﹤0.01%
600
664
$3K ﹤0.01%
91
665
$3K ﹤0.01%
74
666
$3K ﹤0.01%
+10
667
$2K ﹤0.01%
19
668
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40
669
$2K ﹤0.01%
+200
670
$2K ﹤0.01%
63
+32
671
$2K ﹤0.01%
108
672
$2K ﹤0.01%
37
+24
673
$2K ﹤0.01%
100
674
$2K ﹤0.01%
28
675
$2K ﹤0.01%
+34
25 26
27
28 29