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KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
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%
171
652
$3K ﹤0.01%
267
653
$3K ﹤0.01%
100
-400
654
$3K ﹤0.01%
56
655
$3K ﹤0.01%
104
656
$3K ﹤0.01%
122
657
$3K ﹤0.01%
109
658
$3K ﹤0.01%
90
659
$3K ﹤0.01%
4
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%
48
668
$2K ﹤0.01%
24
669
$2K ﹤0.01%
+100
670
$2K ﹤0.01%
25
671
$2K ﹤0.01%
60
672
$2K ﹤0.01%
25
673
$2K ﹤0.01%
94
674
$2K ﹤0.01%
+925
675
$2K ﹤0.01%
51
25 26
27
28 29