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
101
$301K 0.2%
5,790
-95
102
$297K 0.2%
1,154
+27
103
$296K 0.2%
5,724
+117
104
$296K 0.2%
3,018
-5,743
105
$289K 0.19%
3,837
+29
106
$288K 0.19%
13,246
+8,188
107
$285K 0.19%
1,788
108
$284K 0.19%
1,058
+221
109
$280K 0.18%
6,015
+170
110
$272K 0.18%
4,800
111
$270K 0.18%
10,647
+1,180
112
$268K 0.18%
10,402
113
$267K 0.18%
10,330
114
$266K 0.18%
4,979
115
$262K 0.17%
4,060
+26
116
$260K 0.17%
866
117
$260K 0.17%
2,382
+150
118
$259K 0.17%
2,195
119
$258K 0.17%
2,024
+101
120
$253K 0.17%
906
+411
121
$251K 0.17%
4,880
122
$245K 0.16%
5,433
123
$244K 0.16%
684
124
$243K 0.16%
3,039
125
$241K 0.16%
2,883
3 4
5
6 7