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
776
$8.6K ﹤0.01%
89
-36
777
$8.51K ﹤0.01%
216
+116
778
$8.46K ﹤0.01%
227
+102
779
$8.35K ﹤0.01%
+1,010
780
$8.35K ﹤0.01%
423
781
$8.35K ﹤0.01%
255
782
$8.29K ﹤0.01%
+25
783
$8.19K ﹤0.01%
73
784
$8.14K ﹤0.01%
+72
785
$8.09K ﹤0.01%
157
786
$8.02K ﹤0.01%
600
787
$8.01K ﹤0.01%
73
788
$7.98K ﹤0.01%
97
789
$7.9K ﹤0.01%
54
790
$7.84K ﹤0.01%
32
791
$7.84K ﹤0.01%
202
792
$7.84K ﹤0.01%
+18
793
$7.84K ﹤0.01%
176
+76
794
$7.8K ﹤0.01%
+342
795
$7.78K ﹤0.01%
160
796
$7.77K ﹤0.01%
291
797
$7.74K ﹤0.01%
+33
798
$7.72K ﹤0.01%
167
799
$7.7K ﹤0.01%
+152
800
$7.64K ﹤0.01%
211
30 31
32
33 34