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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 $613,721,308
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 101,778 $33,894,176 5.52%
2.
Watford Holdings Ltd.
 WTREP 297,619 $22,115,562 3.6%
3.
Watford Holdings Ltd.
 WTREP 444,492 $19,846,319 3.23%
4.
Ishares Tr - US TREAS BD ETF
 898,049 $19,640,332 3.2%
5.
Watford Holdings Ltd.
 WTREP 296,870 $19,171,803 3.12%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.