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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 $610,559,962
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 102,793 $29,744,313 4.87%
2.
Watford Holdings Ltd.
 WTREP 306,315 $22,778,931 3.73%
3.
Watford Holdings Ltd.
 WTREP 452,268 $20,885,754 3.42%
4.
Watford Holdings Ltd.
 WTREP 293,975 $19,928,531 3.26%
5.
Spdr Series Trust
 KRE 180,724 $19,718,763 3.23%
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.