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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
676
$2K ﹤0.01%
20
677
$2K ﹤0.01%
+25
678
$2K ﹤0.01%
53
679
$2K ﹤0.01%
78
680
$2K ﹤0.01%
41
681
$2K ﹤0.01%
57
682
$2K ﹤0.01%
+35
683
$2K ﹤0.01%
+19
684
$2K ﹤0.01%
180
685
$2K ﹤0.01%
31
686
$2K ﹤0.01%
101
687
$2K ﹤0.01%
176
+160
688
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+17
689
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19
690
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40
691
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+200
692
$2K ﹤0.01%
63
+32
693
$2K ﹤0.01%
108
694
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37
+24
695
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100
696
$2K ﹤0.01%
28
697
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+34
698
$2K ﹤0.01%
59
699
$2K ﹤0.01%
+100
700
$2K ﹤0.01%
+100
26 27
28
29 30