KFI

Key Financial Inc Portfolio holdings

AUM $497M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Top Buys

1
+$990K
2
+$953K
3
+$730K
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$675K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$545K

Top Sells

1
+$9.83M
2
+$1.19M
3
+$1.11M
4
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
+$903K
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$889K

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$7.65K ﹤0.01%
101
+87
877
$7.65K ﹤0.01%
135
878
$7.61K ﹤0.01%
106
879
$7.61K ﹤0.01%
107
880
$7.57K ﹤0.01%
28
881
$7.55K ﹤0.01%
174
882
$7.42K ﹤0.01%
38
883
$7.42K ﹤0.01%
30
+16
884
$7.38K ﹤0.01%
90
885
$7.37K ﹤0.01%
69
886
$7.34K ﹤0.01%
120
887
$7.33K ﹤0.01%
139
888
$7.28K ﹤0.01%
17
889
$7.25K ﹤0.01%
96
890
$7.24K ﹤0.01%
137
891
$7.22K ﹤0.01%
175
892
$7.18K ﹤0.01%
200
893
$7.17K ﹤0.01%
359
-5
894
$7.14K ﹤0.01%
70
895
$7.11K ﹤0.01%
785
896
$7.11K ﹤0.01%
63
897
$7.11K ﹤0.01%
25
898
$7.09K ﹤0.01%
211
899
$7.02K ﹤0.01%
14
-132
900
$6.92K ﹤0.01%
12
34 35
36
37 38