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
351
$74K 0.02%
733
+388
352
$73.9K 0.02%
846
+590
353
$73.4K 0.02%
1,973
+311
354
$73.3K 0.02%
2,705
-871
355
$72K 0.02%
2,278
356
$71.6K 0.02%
999
357
$70.7K 0.02%
2,900
358
$69.7K 0.02%
1,214
+78
359
$69.6K 0.02%
1,625
360
$69K 0.02%
1,118
+4
361
$67.8K 0.02%
446
362
$67.5K 0.02%
5,384
+410
363
$67.1K 0.02%
1,274
364
$65.6K 0.02%
378
+32
365
$65.2K 0.02%
1,945
366
$65K 0.02%
982
367
$64.9K 0.02%
799
+17
368
$64.8K 0.02%
1,572
369
$63.7K 0.02%
240
+17
370
$63.1K 0.02%
1,909
371
$62.6K 0.02%
859
+82
372
$62.4K 0.02%
1,037
373
$62.4K 0.02%
1,140
374
$61.7K 0.02%
405
+1
375
$60.9K 0.02%
1,226
13 14
15
16 17