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
$541M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,500
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.52M
3 +$1.12M
4
MRBK icon
Meridian
MRBK
+$917K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$821K

Top Sells

1 +$662K
2 +$469K
3 +$399K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$352K
5
AAPL icon
Apple
AAPL
+$350K

Sector Composition

1 Technology 14.22%
2 Financials 5.06%
3 Healthcare 4.81%
4 Consumer Discretionary 3.02%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZM icon
1126
Zoom
ZM
$26.3B
$3.25K ﹤0.01%
40
HAS icon
1127
Hasbro
HAS
$11.4B
$3.24K ﹤0.01%
43
BOX icon
1128
Box
BOX
$4.32B
$3.21K ﹤0.01%
100
EXG icon
1129
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.81B
$3.2K ﹤0.01%
349
FPXI icon
1130
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$148M
$3.14K ﹤0.01%
52
OCFC icon
1131
OceanFirst Financial
OCFC
$1.16B
$3.13K ﹤0.01%
180
FXO icon
1132
First Trust Financials AlphaDEX Fund
FXO
$2.17B
$3.11K ﹤0.01%
53
IYR icon
1133
iShares US Real Estate ETF
IYR
$4.27B
$3.11K ﹤0.01%
32
NANC icon
1134
Unusual Whales Subversive Democratic Trading ETF
NANC
$259M
$3.06K ﹤0.01%
68
GOP
1135
Unusual Whales Subversive Republican Trading ETF
GOP
$62.5M
$3.04K ﹤0.01%
83
PKG icon
1136
Packaging Corp of America
PKG
$18.2B
$3.01K ﹤0.01%
14
PSCC icon
1137
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$35.1M
$2.96K ﹤0.01%
90
MTH icon
1138
Meritage Homes
MTH
$4.81B
$2.94K ﹤0.01%
40
ANGL icon
1139
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$2.9K ﹤0.01%
98
CCK icon
1140
Crown Holdings
CCK
$12B
$2.9K ﹤0.01%
30
+5
IPG
1141
DELISTED
Interpublic Group of Companies
IPG
$2.89K ﹤0.01%
109
FTXO icon
1142
First Trust Nasdaq Bank ETF
FTXO
$275M
$2.88K ﹤0.01%
82
CTRA icon
1143
Coterra Energy
CTRA
$19.7B
$2.88K ﹤0.01%
120
KHC icon
1144
Kraft Heinz
KHC
$29.3B
$2.84K ﹤0.01%
108
-13
AVUS icon
1145
Avantis US Equity ETF
AVUS
$10.2B
$2.83K ﹤0.01%
26
HAUZ icon
1146
Xtrackers International Real Estate ETF
HAUZ
$929M
$2.81K ﹤0.01%
119
IEF icon
1147
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$2.8K ﹤0.01%
29
+15
LSTR icon
1148
Landstar System
LSTR
$4.95B
$2.8K ﹤0.01%
23
HSBC icon
1149
HSBC
HSBC
$261B
$2.78K ﹤0.01%
39
FTV icon
1150
Fortive
FTV
$17.5B
$2.75K ﹤0.01%
55