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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
851
$4K ﹤0.01%
400
852
$4K ﹤0.01%
48
853
$4K ﹤0.01%
125
854
$4K ﹤0.01%
+270
855
$4K ﹤0.01%
50
856
$4K ﹤0.01%
141
857
$4K ﹤0.01%
428
858
$4K ﹤0.01%
35
859
$4K ﹤0.01%
421
860
$4K ﹤0.01%
+99
861
$4K ﹤0.01%
40
-50
862
$4K ﹤0.01%
569
863
$3K ﹤0.01%
30
864
$3K ﹤0.01%
100
865
$3K ﹤0.01%
116
866
$3K ﹤0.01%
44
867
$3K ﹤0.01%
109
868
$3K ﹤0.01%
+32
869
$3K ﹤0.01%
61
870
$3K ﹤0.01%
67
871
$3K ﹤0.01%
591
872
$3K ﹤0.01%
30
873
$3K ﹤0.01%
173
874
$3K ﹤0.01%
75
875
$3K ﹤0.01%
30
-636
33 34
35
36 37