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
426
$44.7K 0.01%
1,846
427
$44.6K 0.01%
1,200
428
$44.5K 0.01%
138
429
$44.2K 0.01%
94
+14
430
$43.8K 0.01%
2,148
431
$43.7K 0.01%
1,000
432
$43.6K 0.01%
2,565
-2,565
433
$43.1K 0.01%
797
434
$43K 0.01%
367
+72
435
$42.7K 0.01%
+978
436
$42.6K 0.01%
5,494
437
$42.5K 0.01%
450
438
$42.2K 0.01%
776
+507
439
$42.1K 0.01%
858
+178
440
$42K 0.01%
537
441
$41.9K 0.01%
3,298
+51
442
$41.8K 0.01%
217
+39
443
$40.7K 0.01%
31
444
$40.3K 0.01%
324
+56
445
$39.9K 0.01%
667
446
$39.9K 0.01%
706
+1
447
$39.1K 0.01%
746
448
$38.8K 0.01%
464
+64
449
$38.8K 0.01%
728
450
$38.6K 0.01%
400
16 17
18
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