KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
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
State Street 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
726
$1K ﹤0.01%
100
727
$1K ﹤0.01%
15
728
$1K ﹤0.01%
15
729
$1K ﹤0.01%
+8
730
$1K ﹤0.01%
25
731
$1K ﹤0.01%
35
732
$1K ﹤0.01%
32
733
$1K ﹤0.01%
+11
734
$1K ﹤0.01%
13
735
$1K ﹤0.01%
41
736
$1K ﹤0.01%
28
+20
737
$1K ﹤0.01%
8
738
$1K ﹤0.01%
54
739
$1K ﹤0.01%
30
740
$1K ﹤0.01%
89
741
$1K ﹤0.01%
+50
742
$1K ﹤0.01%
12
743
$1K ﹤0.01%
385
744
$1K ﹤0.01%
+12
745
$1K ﹤0.01%
39
746
$1K ﹤0.01%
+39
747
$1K ﹤0.01%
30
+9
748
$1K ﹤0.01%
160
749
$1K ﹤0.01%
40
750
$1K ﹤0.01%
56
28 29
30
31 32