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
426
$34K 0.02%
700
427
$33K 0.02%
3,265
428
$33K 0.02%
800
429
$33K 0.02%
85
430
$32K 0.02%
460
431
$32K 0.02%
1,000
432
$32K 0.02%
174
+104
433
$32K 0.02%
1,148
+426
434
$32K 0.02%
196
+45
435
$31K 0.02%
1,080
436
$30K 0.02%
+837
437
$30K 0.02%
365
438
$30K 0.02%
2,439
439
$30K 0.02%
435
440
$30K 0.02%
211
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441
$29K 0.02%
114
442
$29K 0.02%
210
443
$28K 0.02%
204
444
$28K 0.02%
258
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445
$27K 0.01%
265
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446
$27K 0.01%
112
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447
$27K 0.01%
362
448
$27K 0.01%
40
449
$27K 0.01%
1,717
450
$27K 0.01%
1,725
16 17
18
19 20