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
726
$1K ﹤0.01%
205
727
$1K ﹤0.01%
39
728
$1K ﹤0.01%
+39
729
$1K ﹤0.01%
30
+9
730
$1K ﹤0.01%
160
731
$1K ﹤0.01%
40
732
$1K ﹤0.01%
56
733
$1K ﹤0.01%
+135
734
$1K ﹤0.01%
5
735
$1K ﹤0.01%
150
736
$1K ﹤0.01%
+15
737
$1K ﹤0.01%
11
738
$1K ﹤0.01%
+36
739
$1K ﹤0.01%
30
740
$1K ﹤0.01%
26
741
$1K ﹤0.01%
20
742
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743
$1K ﹤0.01%
9
744
$1K ﹤0.01%
42
745
$1K ﹤0.01%
+75
746
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100
747
$1K ﹤0.01%
15
748
$1K ﹤0.01%
15
749
$1K ﹤0.01%
+8
750
$1K ﹤0.01%
25
28 29
30
31 32