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
751
$1K ﹤0.01%
35
752
$1K ﹤0.01%
32
753
$1K ﹤0.01%
+11
754
$1K ﹤0.01%
13
755
$1K ﹤0.01%
18
756
$1K ﹤0.01%
141
757
$1K ﹤0.01%
79
758
$1K ﹤0.01%
41
759
$1K ﹤0.01%
13
760
$1K ﹤0.01%
5
761
$0 ﹤0.01%
9
762
– –
-50
763
– –
-1,536
764
$0 ﹤0.01%
9
765
– –
-2,000
766
$0 ﹤0.01%
12
767
$0 ﹤0.01%
5
768
– –
-100
769
$0 ﹤0.01%
17
770
$0 ﹤0.01%
37
771
$0 ﹤0.01%
2
772
$0 ﹤0.01%
80
773
$0 ﹤0.01%
4
774
$0 ﹤0.01%
+2
775
– –
-123
29 30
31
32 33