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
$366M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$7.22M
3
+$5.39M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$5.22M
5
BSMR icon
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
+$3.83M

Top Sells

1
+$458K
2
+$425K
3
+$413K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$348K
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$150K

Sector Composition

1 Technology 13.19%
2 Healthcare 6.15%
3 Financials 4.67%
4 Consumer Discretionary 3.94%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$8.73K ﹤0.01%
420
-1
777
$8.71K ﹤0.01%
1,010
778
$8.69K ﹤0.01%
195
779
$8.67K ﹤0.01%
291
780
$8.66K ﹤0.01%
342
781
$8.66K ﹤0.01%
32
782
$8.64K ﹤0.01%
254
783
$8.58K ﹤0.01%
74
784
$8.57K ﹤0.01%
213
785
$8.5K ﹤0.01%
97
-13
786
$8.46K ﹤0.01%
89
787
$8.44K ﹤0.01%
149
788
$8.4K ﹤0.01%
750
789
$8.38K ﹤0.01%
659
790
$8.33K ﹤0.01%
15
791
$8.32K ﹤0.01%
364
-2
792
$8.32K ﹤0.01%
61
793
$8.3K ﹤0.01%
400
794
$8.22K ﹤0.01%
202
795
$8.22K ﹤0.01%
25
796
$8.15K ﹤0.01%
1,278
-1,163
797
$8.11K ﹤0.01%
95
798
$8.06K ﹤0.01%
124
-73
799
$8.03K ﹤0.01%
67
800
$8.01K ﹤0.01%
157
30 31
32
33 34