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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
876
$3K ﹤0.01%
334
877
$3K ﹤0.01%
25
878
$3K ﹤0.01%
90
879
$3K ﹤0.01%
87
880
$3K ﹤0.01%
98
881
$3K ﹤0.01%
43
882
$3K ﹤0.01%
98
883
$3K ﹤0.01%
95
884
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35
885
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45
886
$3K ﹤0.01%
14
887
$3K ﹤0.01%
91
888
$3K ﹤0.01%
+126
889
$3K ﹤0.01%
120
890
$3K ﹤0.01%
96
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891
$3K ﹤0.01%
79
-40
892
$3K ﹤0.01%
+98
893
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34
894
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50
895
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896
$3K ﹤0.01%
165
897
$3K ﹤0.01%
250
898
$3K ﹤0.01%
120
899
$3K ﹤0.01%
100
900
$3K ﹤0.01%
94
34 35
36
37 38