KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
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
1,188
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$752K
3
+$680K
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$679K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$551K

Top Sells

1
+$385K
2
+$352K
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
1051
$1K ﹤0.01%
34
1052
$1K ﹤0.01%
41
1053
$1K ﹤0.01%
6
1054
$1K ﹤0.01%
100
1055
$1K ﹤0.01%
250
1056
$1K ﹤0.01%
59
1057
$1K ﹤0.01%
10
1058
$1K ﹤0.01%
100
1059
$1K ﹤0.01%
66
1060
$1K ﹤0.01%
100
1061
$1K ﹤0.01%
57
1062
$1K ﹤0.01%
32
1063
$1K ﹤0.01%
18
1064
$1K ﹤0.01%
15
1065
$1K ﹤0.01%
13
1066
$1K ﹤0.01%
4
1067
$1K ﹤0.01%
18
1068
$1K ﹤0.01%
+13
1069
$1K ﹤0.01%
18
1070
$1K ﹤0.01%
141
1071
$1K ﹤0.01%
79
1072
$1K ﹤0.01%
40
1073
$1K ﹤0.01%
88
1074
$1K ﹤0.01%
24
1075
$1K ﹤0.01%
+5
41 42
43
44 45