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
301
$95.7K 0.03%
1,715
302
$95.5K 0.03%
449
+96
303
$95.2K 0.03%
4,047
304
$95.2K 0.03%
2,766
+154
305
$94.8K 0.03%
1,071
306
$94.6K 0.03%
4,197
307
$94.4K 0.03%
3,954
308
$94.2K 0.03%
864
309
$93.6K 0.03%
1,261
+185
310
$93.2K 0.03%
218
+25
311
$92.9K 0.03%
432
+56
312
$92.7K 0.03%
1,010
313
$92.3K 0.03%
37
+3
314
$92K 0.03%
243
315
$91.9K 0.03%
811
-62
316
$91.4K 0.03%
2,710
317
$90.5K 0.03%
2,564
318
$90.3K 0.03%
2,341
+286
319
$90.1K 0.03%
1,003
320
$90K 0.03%
184
+26
321
$88.4K 0.03%
3,877
322
$87.9K 0.03%
2,194
323
$87.4K 0.03%
992
324
$87.2K 0.03%
5,479
+41
325
$86.2K 0.03%
1,064
-100
11 12
13
14 15