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
$302M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.58M
3
+$1.3M
4
BSMT icon
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
+$1.26M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.19M

Top Sells

1
+$761K
2
+$466K
3
+$409K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$382K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$229K

Sector Composition

1 Technology 14.79%
2 Healthcare 7.71%
3 Financials 4.51%
4 Consumer Discretionary 4.16%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$132K 0.04%
462
+7
252
$131K 0.04%
825
253
$130K 0.04%
2,785
254
$129K 0.04%
440
+23
255
$129K 0.04%
3,711
256
$128K 0.04%
1,520
+50
257
$127K 0.04%
1,940
258
$126K 0.04%
6,652
259
$126K 0.04%
2,020
260
$125K 0.04%
1,604
+79
261
$124K 0.04%
563
+30
262
$123K 0.04%
1,195
263
$121K 0.04%
1,795
264
$119K 0.04%
1,200
265
$118K 0.04%
908
+38
266
$117K 0.04%
1,301
+68
267
$116K 0.04%
1,048
+136
268
$115K 0.04%
6,442
269
$113K 0.04%
2,425
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270
$110K 0.04%
4,644
271
$110K 0.04%
432
272
$110K 0.04%
2,822
273
$109K 0.04%
485
274
$109K 0.04%
412
+77
275
$108K 0.04%
3,509
9 10
11
12 13