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
826
$7.13K ﹤0.01%
39
827
$7.12K ﹤0.01%
44
828
$7.03K ﹤0.01%
143
829
$6.99K ﹤0.01%
89
830
$6.94K ﹤0.01%
340
831
$6.93K ﹤0.01%
1,120
832
$6.91K ﹤0.01%
972
833
$6.88K ﹤0.01%
135
834
$6.76K ﹤0.01%
107
835
$6.74K ﹤0.01%
358
836
$6.68K ﹤0.01%
123
837
$6.66K ﹤0.01%
29
838
$6.64K ﹤0.01%
70
839
$6.63K ﹤0.01%
169
840
$6.63K ﹤0.01%
498
841
$6.57K ﹤0.01%
27
842
$6.54K ﹤0.01%
43
843
$6.53K ﹤0.01%
274
844
$6.5K ﹤0.01%
132
-1
845
$6.48K ﹤0.01%
106
846
$6.43K ﹤0.01%
129
847
$6.42K ﹤0.01%
500
848
$6.42K ﹤0.01%
666
849
$6.41K ﹤0.01%
25
850
$6.4K ﹤0.01%
120
32 33
34
35 36