KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Fund
S&P 500
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%
90
652
$3K ﹤0.01%
200
653
$3K ﹤0.01%
+43
654
$3K ﹤0.01%
42
655
$3K ﹤0.01%
100
-726
656
$3K ﹤0.01%
600
657
$3K ﹤0.01%
91
658
$3K ﹤0.01%
74
659
$3K ﹤0.01%
+10
660
$3K ﹤0.01%
17
661
$3K ﹤0.01%
+349
662
$3K ﹤0.01%
267
663
$3K ﹤0.01%
100
-400
664
$3K ﹤0.01%
56
665
$3K ﹤0.01%
104
666
$3K ﹤0.01%
122
667
$2K ﹤0.01%
+19
668
$2K ﹤0.01%
25
669
$2K ﹤0.01%
60
670
$2K ﹤0.01%
25
671
$2K ﹤0.01%
94
672
$2K ﹤0.01%
+925
673
$2K ﹤0.01%
51
674
$2K ﹤0.01%
20
675
$2K ﹤0.01%
+25
25 26
27
28 29