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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
951
$2K ﹤0.01%
30
952
$2K ﹤0.01%
925
953
$2K ﹤0.01%
+66
954
$2K ﹤0.01%
24
955
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10
-25
956
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88
957
$2K ﹤0.01%
82
958
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20
960
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100
961
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962
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963
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964
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965
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39
-1
966
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106
967
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968
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108
969
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375
970
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971
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25
972
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+200
973
$2K ﹤0.01%
74
974
$2K ﹤0.01%
26
975
$2K ﹤0.01%
2,500
37 38
39
40 41