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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
1026
$1K ﹤0.01%
12
1027
$1K ﹤0.01%
51
1028
$1K ﹤0.01%
53
1029
$1K ﹤0.01%
86
1030
$1K ﹤0.01%
20
1031
$1K ﹤0.01%
+17
1032
$1K ﹤0.01%
159
1033
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-50
1034
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1035
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1036
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5
1037
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1038
$1K ﹤0.01%
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1039
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1040
$1K ﹤0.01%
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1041
$1K ﹤0.01%
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1042
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1043
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1044
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1045
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1046
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1047
$1K ﹤0.01%
2
1048
$1K ﹤0.01%
29
1049
$1K ﹤0.01%
19
1050
$1K ﹤0.01%
33
40 41
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43 44