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
676
$2K ﹤0.01%
51
677
$2K ﹤0.01%
20
678
$2K ﹤0.01%
+25
679
$2K ﹤0.01%
53
680
$2K ﹤0.01%
78
681
$2K ﹤0.01%
41
682
$2K ﹤0.01%
31
683
$2K ﹤0.01%
101
684
$2K ﹤0.01%
176
+160
685
$2K ﹤0.01%
+17
686
$2K ﹤0.01%
19
687
$2K ﹤0.01%
40
688
$2K ﹤0.01%
+200
689
$2K ﹤0.01%
63
+32
690
$2K ﹤0.01%
108
691
$2K ﹤0.01%
37
+24
692
$2K ﹤0.01%
100
693
$2K ﹤0.01%
28
694
$2K ﹤0.01%
+34
695
$2K ﹤0.01%
59
696
$2K ﹤0.01%
+100
697
$2K ﹤0.01%
+100
698
$2K ﹤0.01%
57
699
$2K ﹤0.01%
+35
700
$2K ﹤0.01%
96
26 27
28
29 30