KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
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
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%
24
759
$1K ﹤0.01%
80
760
$1K ﹤0.01%
41
761
– –
-1,000
762
$0 ﹤0.01%
8
763
– –
-400
764
$0 ﹤0.01%
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$0 ﹤0.01%
10
766
$0 ﹤0.01%
4
767
$0 ﹤0.01%
40
768
$0 ﹤0.01%
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769
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770
$0 ﹤0.01%
6
771
$0 ﹤0.01%
13
772
$0 ﹤0.01%
5
773
– –
-6
774
$0 ﹤0.01%
11
775
– –
-110
29 30
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32 33