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
801
$7.54K ﹤0.01%
92
+48
802
$7.53K ﹤0.01%
15
+10
803
$7.53K ﹤0.01%
+36
804
$7.5K ﹤0.01%
400
805
$7.49K ﹤0.01%
+90
806
$7.45K ﹤0.01%
116
+86
807
$7.43K ﹤0.01%
221
808
$7.42K ﹤0.01%
200
809
$7.39K ﹤0.01%
+84
810
$7.38K ﹤0.01%
178
811
$7.37K ﹤0.01%
97
812
$7.33K ﹤0.01%
110
813
$7.3K ﹤0.01%
90
814
$7.26K ﹤0.01%
96
815
$7.15K ﹤0.01%
+123
816
$7.07K ﹤0.01%
972
817
$7.06K ﹤0.01%
280
818
$7.04K ﹤0.01%
500
819
$7.02K ﹤0.01%
172
820
$6.99K ﹤0.01%
106
821
$6.96K ﹤0.01%
100
822
$6.96K ﹤0.01%
275
823
$6.88K ﹤0.01%
+20
824
$6.87K ﹤0.01%
143
825
$6.86K ﹤0.01%
125
31 32
33
34 35