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KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
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
1,187
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$779K
3
+$745K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$740K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$577K

Top Sells

1
+$414K
2
+$350K
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
676
$8K ﹤0.01%
211
677
$8K ﹤0.01%
157
678
$8K ﹤0.01%
700
+100
679
$8K ﹤0.01%
63
680
$8K ﹤0.01%
99
681
$8K ﹤0.01%
250
682
$8K ﹤0.01%
69
683
$8K ﹤0.01%
219
-189
684
$8K ﹤0.01%
119
685
$8K ﹤0.01%
42
686
$8K ﹤0.01%
528
+342
687
$8K ﹤0.01%
251
688
$8K ﹤0.01%
270
-440
689
$8K ﹤0.01%
52
690
$8K ﹤0.01%
200
691
$8K ﹤0.01%
75
692
$8K ﹤0.01%
156
693
$8K ﹤0.01%
159
694
$8K ﹤0.01%
77
695
$8K ﹤0.01%
54
696
$8K ﹤0.01%
170
+93
697
$8K ﹤0.01%
80
698
$8K ﹤0.01%
188
699
$8K ﹤0.01%
133
700
$8K ﹤0.01%
+74
26 27
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