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
726
$9.99K ﹤0.01%
77
727
$9.89K ﹤0.01%
50
728
$9.86K ﹤0.01%
62
+24
729
$9.86K ﹤0.01%
1,176
730
$9.84K ﹤0.01%
37
731
$9.83K ﹤0.01%
+830
732
$9.78K ﹤0.01%
366
733
$9.75K ﹤0.01%
61
734
$9.71K ﹤0.01%
+32
735
$9.7K ﹤0.01%
148
736
$9.69K ﹤0.01%
138
+95
737
$9.69K ﹤0.01%
237
738
$9.68K ﹤0.01%
133
739
$9.65K ﹤0.01%
105
+61
740
$9.64K ﹤0.01%
135
741
$9.63K ﹤0.01%
283
742
$9.54K ﹤0.01%
2,000
743
$9.47K ﹤0.01%
+1,200
744
$9.45K ﹤0.01%
+815
745
$9.4K ﹤0.01%
+1,749
746
$9.39K ﹤0.01%
+87
747
$9.35K ﹤0.01%
106
748
$9.28K ﹤0.01%
+265
749
$9.25K ﹤0.01%
1,250
750
$9.24K ﹤0.01%
456
28 29
30
31 32