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
451
$38.3K 0.01%
552
-275
452
$37.8K 0.01%
1,068
-1,762
453
$37.7K 0.01%
866
+16
454
$37.5K 0.01%
11,882
455
$37K 0.01%
980
456
$36.7K 0.01%
80
+39
457
$36.5K 0.01%
80
+30
458
$36.2K 0.01%
1,591
459
$36.1K 0.01%
46
+6
460
$36.1K 0.01%
10,927
461
$36K 0.01%
1,708
462
$35.7K 0.01%
196
463
$35.7K 0.01%
880
+256
464
$35.3K 0.01%
1,390
465
$35.1K 0.01%
1,569
466
$34.9K 0.01%
618
467
$34.9K 0.01%
598
468
$34.9K 0.01%
72
+14
469
$34.8K 0.01%
212
+56
470
$34.7K 0.01%
250
+40
471
$34.6K 0.01%
326
472
$34.2K 0.01%
800
473
$33.6K 0.01%
1,614
+12
474
$32.9K 0.01%
435
+35
475
$32.8K 0.01%
607
+164
17 18
19
20 21