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
851
$6.38K ﹤0.01%
69
852
$6.35K ﹤0.01%
1,000
853
$6.32K ﹤0.01%
14
854
$6.25K ﹤0.01%
62
855
$6.21K ﹤0.01%
245
856
$6.19K ﹤0.01%
96
857
$6.19K ﹤0.01%
342
858
$6.19K ﹤0.01%
300
859
$6.18K ﹤0.01%
29
860
$6.14K ﹤0.01%
17
861
$6.14K ﹤0.01%
708
862
$6.09K ﹤0.01%
211
863
$6.09K ﹤0.01%
48
-25
864
$6.08K ﹤0.01%
139
865
$6.08K ﹤0.01%
23
866
$6.08K ﹤0.01%
124
867
$6.05K ﹤0.01%
61
868
$6.04K ﹤0.01%
141
869
$6.03K ﹤0.01%
137
870
$6.03K ﹤0.01%
28
871
$6.02K ﹤0.01%
334
872
$6.01K ﹤0.01%
608
873
$6.01K ﹤0.01%
250
874
$5.97K ﹤0.01%
84
875
$5.96K ﹤0.01%
288
33 34
35
36 37