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Home > Institutional Investor > Key Financial Inc > Profile

Instuitional Investor - Key Financial Inc

Fund Profile
Filing Period:
Fund Name: Key Financial Inc
Portfolio Value $496,936,943
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 99,061 $20,324,400 4.09%
2.
Wisdomtree Trust
 321,079 $19,125,713 3.85%
3.
Wisdomtree Trust
 432,721 $17,425,675 3.51%
4.
Spdr Series Trust
 187,926 $14,988,954 3.02%
5.
Microsoft Corp
 MSFT 28,453 $14,152,807 2.85%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)