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
826
$6.85K ﹤0.01%
89
827
$6.79K ﹤0.01%
+48
828
$6.78K ﹤0.01%
498
829
$6.7K ﹤0.01%
268
830
$6.69K ﹤0.01%
73
831
$6.68K ﹤0.01%
+405
832
$6.68K ﹤0.01%
+34
833
$6.65K ﹤0.01%
805
834
$6.65K ﹤0.01%
666
835
$6.64K ﹤0.01%
73
836
$6.63K ﹤0.01%
+34
837
$6.59K ﹤0.01%
+67
838
$6.58K ﹤0.01%
+89
839
$6.53K ﹤0.01%
148
-106
840
$6.5K ﹤0.01%
219
841
$6.5K ﹤0.01%
145
842
$6.44K ﹤0.01%
+67
843
$6.41K ﹤0.01%
+25
844
$6.32K ﹤0.01%
+274
845
$6.32K ﹤0.01%
358
846
$6.27K ﹤0.01%
708
847
$6.27K ﹤0.01%
141
848
$6.26K ﹤0.01%
100
849
$6.24K ﹤0.01%
1,000
850
$6.2K ﹤0.01%
115
32 33
34
35 36