KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
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
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
76
$400K 0.26%
4,487
77
$396K 0.26%
10,585
78
$391K 0.26%
1,723
+32
79
$385K 0.25%
3,820
-86
80
$385K 0.25%
6,009
+155
81
$384K 0.25%
7,382
+428
82
$381K 0.25%
1,845
-1,045
83
$366K 0.24%
1,529
84
$360K 0.24%
1,480
+50
85
$359K 0.24%
906
86
$357K 0.24%
1,434
+11
87
$357K 0.24%
3,291
-208
88
$356K 0.23%
6,747
+163
89
$351K 0.23%
1,592
+405
90
$346K 0.23%
13,515
+3,120
91
$344K 0.23%
5,288
92
$333K 0.22%
4,455
-91
93
$331K 0.22%
13,602
+13,005
94
$317K 0.21%
5,023
+1,664
95
$314K 0.21%
2,386
+281
96
$313K 0.21%
+2,500
97
$307K 0.2%
14,175
+8,224
98
$306K 0.2%
12,037
+1,570
99
$304K 0.2%
5,957
100
$304K 0.2%
1,438
+100
2 3
4
5 6