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
901
$5.54K ﹤0.01%
200
902
$5.53K ﹤0.01%
+89
903
$5.53K ﹤0.01%
176
+116
904
$5.53K ﹤0.01%
+93
905
$5.52K ﹤0.01%
27
+18
906
$5.52K ﹤0.01%
120
907
$5.51K ﹤0.01%
217
908
$5.47K ﹤0.01%
+39
909
$5.46K ﹤0.01%
160
910
$5.41K ﹤0.01%
164
911
$5.41K ﹤0.01%
+135
912
$5.36K ﹤0.01%
+184
913
$5.36K ﹤0.01%
+34
914
$5.35K ﹤0.01%
76
915
$5.34K ﹤0.01%
175
916
$5.33K ﹤0.01%
+96
917
$5.29K ﹤0.01%
+38
918
$5.28K ﹤0.01%
+50
919
$5.28K ﹤0.01%
+47
920
$5.23K ﹤0.01%
+43
921
$5.2K ﹤0.01%
30
922
$5.18K ﹤0.01%
+41
923
$5.13K ﹤0.01%
+230
924
$5.12K ﹤0.01%
+17
925
$5.11K ﹤0.01%
105
+67
35 36
37
38 39