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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
726
$1K ﹤0.01%
15
727
$1K ﹤0.01%
80
728
$1K ﹤0.01%
41
729
$1K ﹤0.01%
28
+20
730
$1K ﹤0.01%
8
731
$1K ﹤0.01%
54
732
$1K ﹤0.01%
67
733
$1K ﹤0.01%
59
734
$1K ﹤0.01%
18
-476
735
$1K ﹤0.01%
+6
736
$1K ﹤0.01%
30
737
$1K ﹤0.01%
89
738
$1K ﹤0.01%
+33
739
$1K ﹤0.01%
205
740
$1K ﹤0.01%
39
741
$1K ﹤0.01%
+39
742
$1K ﹤0.01%
30
+9
743
$1K ﹤0.01%
160
744
$1K ﹤0.01%
40
745
$1K ﹤0.01%
56
746
$1K ﹤0.01%
+135
747
$1K ﹤0.01%
5
748
$1K ﹤0.01%
150
749
$1K ﹤0.01%
+8
750
$1K ﹤0.01%
25
28 29
30
31 32