KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Top Buys

1
+$990K
2
+$953K
3
+$730K
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$675K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$545K

Top Sells

1
+$9.83M
2
+$1.19M
3
+$1.11M
4
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
+$903K
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$889K

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$58.6K 0.01%
514
+19
452
$58.5K 0.01%
1,650
453
$58.2K 0.01%
587
+10
454
$58K 0.01%
5,548
+69
455
$57.9K 0.01%
227
456
$57.6K 0.01%
159
457
$57.5K 0.01%
519
+26
458
$57.3K 0.01%
969
459
$56.7K 0.01%
463
+9
460
$56.6K 0.01%
4,736
461
$56.6K 0.01%
60
+14
462
$56.5K 0.01%
266
-256
463
$55.9K 0.01%
1,784
-520
464
$55.9K 0.01%
227
465
$55.4K 0.01%
694
-243
466
$54.8K 0.01%
1,439
467
$54.1K 0.01%
845
468
$54.1K 0.01%
86
+3
469
$54K 0.01%
991
+22
470
$53.3K 0.01%
3,846
471
$52.5K 0.01%
+163
472
$52.1K 0.01%
1,000
473
$52.1K 0.01%
980
474
$51.9K 0.01%
1,037
475
$51.7K 0.01%
570
+22
17 18
19
20 21