KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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
701
$2K ﹤0.01%
30
702
$2K ﹤0.01%
+60
703
$2K ﹤0.01%
48
704
$1K ﹤0.01%
24
705
$1K ﹤0.01%
80
706
$1K ﹤0.01%
28
+20
707
$1K ﹤0.01%
8
708
$1K ﹤0.01%
54
709
$1K ﹤0.01%
67
710
$1K ﹤0.01%
59
711
$1K ﹤0.01%
18
-476
712
$1K ﹤0.01%
+6
713
$1K ﹤0.01%
30
714
$1K ﹤0.01%
89
715
$1K ﹤0.01%
+50
716
$1K ﹤0.01%
12
717
$1K ﹤0.01%
385
718
$1K ﹤0.01%
+12
719
$1K ﹤0.01%
53
720
$1K ﹤0.01%
18
721
$1K ﹤0.01%
20
722
$1K ﹤0.01%
5
723
$1K ﹤0.01%
14
724
$1K ﹤0.01%
100
725
$1K ﹤0.01%
+33
27 28
29
30 31