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
801
$7.96K ﹤0.01%
54
802
$7.84K ﹤0.01%
200
803
$7.81K ﹤0.01%
25
804
$7.78K ﹤0.01%
60
805
$7.75K ﹤0.01%
280
806
$7.73K ﹤0.01%
110
807
$7.7K ﹤0.01%
167
808
$7.67K ﹤0.01%
32
809
$7.65K ﹤0.01%
+132
810
$7.63K ﹤0.01%
36
811
$7.6K ﹤0.01%
48
812
$7.59K ﹤0.01%
207
+199
813
$7.57K ﹤0.01%
73
814
$7.51K ﹤0.01%
178
815
$7.42K ﹤0.01%
116
816
$7.38K ﹤0.01%
90
817
$7.35K ﹤0.01%
13
818
$7.34K ﹤0.01%
34
819
$7.25K ﹤0.01%
143
820
$7.24K ﹤0.01%
221
821
$7.22K ﹤0.01%
145
822
$7.21K ﹤0.01%
815
823
$7.2K ﹤0.01%
135
824
$7.18K ﹤0.01%
73
825
$7.17K ﹤0.01%
97
31 32
33
34 35