KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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
+$909K
2
+$807K
3
+$776K
4
PLTR icon
Palantir
PLTR
+$741K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$585K

Top Sells

1
+$529K
2
+$441K
3
+$211K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$138K
5
CVX icon
Chevron
CVX
+$138K

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
151
$173K 0.11%
1,583
152
$163K 0.11%
6,333
153
$162K 0.11%
6,376
154
$158K 0.1%
737
155
$158K 0.1%
708
+63
156
$154K 0.1%
1,021
-28
157
$151K 0.1%
1,067
158
$150K 0.1%
2,726
+2
159
$149K 0.1%
5,329
-106
160
$149K 0.1%
6,481
161
$148K 0.1%
922
162
$148K 0.1%
1,576
-105
163
$147K 0.1%
1,255
164
$145K 0.1%
1,023
165
$141K 0.09%
748
166
$141K 0.09%
2,335
167
$138K 0.09%
5,910
168
$136K 0.09%
520
169
$135K 0.09%
3,990
170
$131K 0.09%
2,554
+82
171
$131K 0.09%
605
+33
172
$129K 0.09%
920
173
$128K 0.08%
2,496
+132
174
$128K 0.08%
1,215
+515
175
$126K 0.08%
519
+165
5 6
7
8 9