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
876
$3K ﹤0.01%
34
877
$3K ﹤0.01%
50
878
$3K ﹤0.01%
62
879
$3K ﹤0.01%
165
880
$3K ﹤0.01%
30
881
$3K ﹤0.01%
100
882
$3K ﹤0.01%
100
883
$3K ﹤0.01%
94
884
$3K ﹤0.01%
46
885
$3K ﹤0.01%
+31
886
$3K ﹤0.01%
349
887
$3K ﹤0.01%
150
888
$3K ﹤0.01%
267
889
$3K ﹤0.01%
63
890
$3K ﹤0.01%
78
891
$3K ﹤0.01%
104
892
$3K ﹤0.01%
49
-1,325
893
$3K ﹤0.01%
35
894
$3K ﹤0.01%
+57
895
$3K ﹤0.01%
109
896
$3K ﹤0.01%
+32
897
$3K ﹤0.01%
61
898
$3K ﹤0.01%
83
899
$3K ﹤0.01%
67
900
$3K ﹤0.01%
19
-80
34 35
36
37 38