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
1
$10.1M 6.69%
83,056
+3,251
2
$8.72M 5.75%
47,238
+190
3
$6.24M 4.11%
76,133
+5,157
4
$5.48M 3.61%
23,262
+1,098
5
$5.33M 3.51%
65,533
6
$5.27M 3.48%
111,413
+19,293
7
$3.78M 2.49%
65,988
+14,682
8
$3.47M 2.29%
111,326
+18,813
9
$3.43M 2.26%
20,860
-127
10
$2.9M 1.91%
18,720
-240
11
$2.82M 1.86%
28,060
+7,636
12
$2.62M 1.73%
17,190
+170
13
$2.39M 1.58%
42,870
+1,080
14
$2.12M 1.4%
63,332
15
$2.02M 1.33%
20,530
+4,945
16
$2.01M 1.32%
52,969
+12,351
17
$1.87M 1.23%
13,786
+34
18
$1.71M 1.12%
23,180
-1,323
19
$1.64M 1.08%
42,618
+2,544
20
$1.54M 1.02%
3,884
-97
21
$1.53M 1.01%
5,011
-31
22
$1.36M 0.9%
37,492
+4,915
23
$1.26M 0.83%
5,188
24
$1.2M 0.79%
15,878
-5,650
25
$1.06M 0.7%
8,906
1
2 3 4 5