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
751
$9.24K ﹤0.01%
4,890
752
$9.21K ﹤0.01%
103
-11
753
$9.2K ﹤0.01%
+195
754
$9.16K ﹤0.01%
159
755
$9.15K ﹤0.01%
24
756
$9.15K ﹤0.01%
52
757
$9.15K ﹤0.01%
654
+10
758
$9.13K ﹤0.01%
202
759
$9.09K ﹤0.01%
206
760
$9.08K ﹤0.01%
+208
761
$9.04K ﹤0.01%
1,360
762
$9.02K ﹤0.01%
1,500
763
$8.96K ﹤0.01%
160
764
$8.96K ﹤0.01%
+710
765
$8.93K ﹤0.01%
184
+77
766
$8.92K ﹤0.01%
218
767
$8.91K ﹤0.01%
+43
768
$8.89K ﹤0.01%
65
769
$8.89K ﹤0.01%
139
770
$8.85K ﹤0.01%
136
771
$8.81K ﹤0.01%
149
+95
772
$8.79K ﹤0.01%
+137
773
$8.76K ﹤0.01%
335
774
$8.62K ﹤0.01%
254
775
$8.61K ﹤0.01%
+74
29 30
31
32 33