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
201
$90K 0.06%
4,736
202
$90K 0.06%
600
203
$90K 0.06%
248
204
$89K 0.06%
1,788
+20
205
$88K 0.06%
1,951
206
$88K 0.06%
3,597
+220
207
$87K 0.06%
455
208
$87K 0.06%
1,253
+25
209
$86K 0.06%
730
+24
210
$84K 0.06%
422
211
$84K 0.06%
239
212
$84K 0.06%
+2,190
213
$84K 0.06%
3,772
214
$82K 0.05%
2,179
215
$81K 0.05%
443
216
$78K 0.05%
2,900
217
$78K 0.05%
537
218
$77K 0.05%
102
+7
219
$76K 0.05%
299
220
$76K 0.05%
963
221
$75K 0.05%
32
222
$75K 0.05%
4,433
223
$74K 0.05%
1,155
224
$74K 0.05%
815
+15
225
$74K 0.05%
1,670
+310
7 8
9
10 11