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
176
$125K 0.08%
2,751
+348
177
$124K 0.08%
1,940
178
$119K 0.08%
1,043
-29
179
$119K 0.08%
+6,148
180
$119K 0.08%
319
+309
181
$118K 0.08%
3,150
182
$116K 0.08%
2,262
183
$112K 0.07%
4,468
184
$112K 0.07%
4,423
185
$108K 0.07%
+1,000
186
$108K 0.07%
3,158
187
$107K 0.07%
1,384
+29
188
$106K 0.07%
1,254
-97
189
$103K 0.07%
1,176
+232
190
$103K 0.07%
1,900
191
$102K 0.07%
+1,000
192
$102K 0.07%
886
193
$102K 0.07%
1,056
+28
194
$101K 0.07%
504
+4
195
$101K 0.07%
1,893
196
$99K 0.07%
1,025
197
$97K 0.06%
425
198
$96K 0.06%
608
199
$96K 0.06%
2,000
200
$90K 0.06%
4,079
+440
6 7
8
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