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
51
$602K 0.4%
5,820
+500
52
$590K 0.39%
6,873
+3,475
53
$579K 0.38%
6,834
-330
54
$576K 0.38%
1,930
55
$574K 0.38%
4,473
-901
56
$572K 0.38%
1,595
57
$558K 0.37%
13,799
58
$545K 0.36%
14,093
+2,635
59
$536K 0.35%
23,449
+962
60
$535K 0.35%
4,612
+374
61
$530K 0.35%
10,072
+5,823
62
$519K 0.34%
2,451
63
$500K 0.33%
3,101
+30
64
$500K 0.33%
23,670
+4,898
65
$499K 0.33%
7,550
66
$496K 0.33%
3,565
67
$490K 0.32%
3,631
68
$479K 0.32%
5,055
69
$446K 0.29%
5,692
+103
70
$434K 0.29%
8,022
+2
71
$432K 0.28%
3,256
+2,600
72
$432K 0.28%
3,441
+455
73
$430K 0.28%
1,348
-66
74
$414K 0.27%
4,095
75
$409K 0.27%
5,835
-129
1 2
3
4 5