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
376
$60.7K 0.02%
2,304
377
$60.5K 0.02%
1,730
+200
378
$60.1K 0.02%
600
379
$60.1K 0.02%
1,986
380
$59.5K 0.02%
3,119
+74
381
$59K 0.02%
487
382
$57.8K 0.02%
231
383
$57.8K 0.02%
130
+24
384
$57.8K 0.02%
573
+473
385
$57.1K 0.02%
336
386
$57K 0.02%
3,846
387
$57K 0.02%
1,716
388
$56.6K 0.02%
4,083
389
$56.1K 0.02%
4,736
390
$56K 0.02%
163
391
$54.9K 0.02%
1,098
392
$54.7K 0.02%
660
393
$54.4K 0.02%
159
394
$54.2K 0.02%
121
+15
395
$53.9K 0.02%
3,210
396
$53.7K 0.02%
773
397
$53.6K 0.02%
602
398
$53.4K 0.02%
227
+19
399
$53.4K 0.02%
482
+39
400
$53.2K 0.02%
2,466
14 15
16
17 18