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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
1001
$1K ﹤0.01%
57
+10
1002
$1K ﹤0.01%
11
1003
$1K ﹤0.01%
25
1004
$1K ﹤0.01%
10
1005
$1K ﹤0.01%
100
1006
$1K ﹤0.01%
66
1007
$1K ﹤0.01%
100
1008
$1K ﹤0.01%
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1009
$1K ﹤0.01%
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1010
$1K ﹤0.01%
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1011
$1K ﹤0.01%
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$1K ﹤0.01%
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1014
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1015
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+72
1016
$1K ﹤0.01%
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1017
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1018
$1K ﹤0.01%
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1019
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1020
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1021
$1K ﹤0.01%
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1022
$1K ﹤0.01%
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1023
$1K ﹤0.01%
12
1024
$1K ﹤0.01%
10
1025
$1K ﹤0.01%
125
39 40
41
42 43