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
901
$6.88K ﹤0.01%
500
902
$6.83K ﹤0.01%
39
903
$6.83K ﹤0.01%
77
904
$6.82K ﹤0.01%
41
905
$6.8K ﹤0.01%
523
+25
906
$6.79K ﹤0.01%
75
907
$6.77K ﹤0.01%
170
908
$6.74K ﹤0.01%
135
909
$6.71K ﹤0.01%
+15
910
$6.71K ﹤0.01%
78
+58
911
$6.7K ﹤0.01%
41
+4
912
$6.59K ﹤0.01%
942
913
$6.57K ﹤0.01%
47
914
$6.56K ﹤0.01%
675
915
$6.55K ﹤0.01%
36
916
$6.47K ﹤0.01%
61
917
$6.3K ﹤0.01%
117
918
$6.3K ﹤0.01%
50
919
$6.27K ﹤0.01%
666
920
$6.25K ﹤0.01%
93
921
$6.25K ﹤0.01%
141
922
$6.23K ﹤0.01%
234
923
$6.2K ﹤0.01%
60
+19
924
$6.2K ﹤0.01%
106
+87
925
$6.2K ﹤0.01%
15
35 36
37
38 39