We are live on ! Find out more
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
901
$3K ﹤0.01%
46
902
$3K ﹤0.01%
+31
903
$3K ﹤0.01%
349
904
$3K ﹤0.01%
150
905
$3K ﹤0.01%
267
906
$3K ﹤0.01%
63
907
$3K ﹤0.01%
78
908
$3K ﹤0.01%
104
909
$3K ﹤0.01%
49
-1,325
910
$3K ﹤0.01%
35
911
$3K ﹤0.01%
+57
912
$3K ﹤0.01%
19
-80
913
$3K ﹤0.01%
83
914
$3K ﹤0.01%
50
915
$3K ﹤0.01%
100
916
$2K ﹤0.01%
9
917
$2K ﹤0.01%
+37
918
$2K ﹤0.01%
54
919
$2K ﹤0.01%
26
920
$2K ﹤0.01%
24
921
$2K ﹤0.01%
32
922
$2K ﹤0.01%
60
923
$2K ﹤0.01%
+67
924
$2K ﹤0.01%
98
925
$2K ﹤0.01%
100
35 36
37
38 39