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%
+39
727
$1K ﹤0.01%
30
+9
728
$1K ﹤0.01%
160
729
$1K ﹤0.01%
40
730
$1K ﹤0.01%
56
731
$1K ﹤0.01%
+135
732
$1K ﹤0.01%
5
733
$1K ﹤0.01%
150
734
$1K ﹤0.01%
+15
735
$1K ﹤0.01%
11
736
$1K ﹤0.01%
+36
737
$1K ﹤0.01%
30
738
$1K ﹤0.01%
26
739
$1K ﹤0.01%
20
740
$1K ﹤0.01%
+21
741
$1K ﹤0.01%
9
742
$1K ﹤0.01%
42
743
$1K ﹤0.01%
+75
744
$1K ﹤0.01%
100
745
$1K ﹤0.01%
15
746
$1K ﹤0.01%
15
747
$1K ﹤0.01%
+8
748
$1K ﹤0.01%
25
749
$1K ﹤0.01%
35
750
$1K ﹤0.01%
32
28 29
30
31 32