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
126
$229K 0.15%
1,129
127
$227K 0.15%
2,403
128
$226K 0.15%
851
129
$224K 0.15%
761
+106
130
$219K 0.14%
7,009
131
$218K 0.14%
1,245
+15
132
$215K 0.14%
1,301
+53
133
$214K 0.14%
726
+59
134
$209K 0.14%
3,692
+16
135
$207K 0.14%
3,164
+1
136
$205K 0.14%
2,647
+77
137
$202K 0.13%
+3,062
138
$201K 0.13%
1,359
139
$200K 0.13%
3,422
+141
140
$196K 0.13%
1,872
-1,410
141
$196K 0.13%
4,783
142
$192K 0.13%
6,062
+145
143
$191K 0.13%
2,269
144
$191K 0.13%
1,011
145
$185K 0.12%
500
146
$184K 0.12%
2,555
147
$182K 0.12%
2,326
148
$182K 0.12%
1,072
149
$177K 0.12%
1,156
150
$176K 0.12%
386
+25
4 5
6
7 8