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
576
$20.3K 0.01%
61
+14
577
$20K 0.01%
360
578
$19.9K 0.01%
1,599
579
$19.9K 0.01%
174
+100
580
$19.8K 0.01%
1,215
+11
581
$19.6K 0.01%
1,341
+1,114
582
$19.5K 0.01%
300
583
$19.4K 0.01%
103
+35
584
$19.3K 0.01%
1,075
585
$18.9K 0.01%
450
586
$18.9K 0.01%
576
587
$18.9K 0.01%
224
+92
588
$18.8K 0.01%
274
589
$18.8K 0.01%
459
590
$18.8K 0.01%
152
591
$18.5K 0.01%
33
+27
592
$18.5K 0.01%
+316
593
$18.4K 0.01%
173
594
$18.4K 0.01%
196
+1
595
$18.2K 0.01%
187
+37
596
$18.2K 0.01%
+315
597
$18.1K 0.01%
512
598
$18K 0.01%
+158
599
$17.8K 0.01%
279
+65
600
$17.7K 0.01%
200
22 23
24
25 26