KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$752K
3
+$680K
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$679K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$551K

Top Sells

1
+$385K
2
+$352K
3
+$334K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$286K
5
HNDL icon
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
+$205K

Sector Composition

1 Technology 15.14%
2 Healthcare 10.22%
3 Financials 5.85%
4 Consumer Discretionary 4.66%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$52K 0.03%
4,425
352
$52K 0.03%
537
-65
353
$52K 0.03%
446
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354
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$52K 0.03%
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356
$51K 0.03%
163
357
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1,826
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358
$51K 0.03%
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359
$51K 0.03%
491
360
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361
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362
$50K 0.03%
618
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363
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487
364
$48K 0.03%
400
365
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676
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368
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369
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370
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372
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373
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450
374
$46K 0.02%
508
375
$45K 0.02%
159
13 14
15
16 17