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
926
$5.1K ﹤0.01%
1,500
927
$5.1K ﹤0.01%
97
928
$5.1K ﹤0.01%
+99
929
$5.06K ﹤0.01%
489
930
$5.05K ﹤0.01%
+57
931
$5K ﹤0.01%
+25
932
$5K ﹤0.01%
200
-675
933
$5K ﹤0.01%
+12
934
$5K ﹤0.01%
171
935
$4.99K ﹤0.01%
+120
936
$4.98K ﹤0.01%
123
937
$4.9K ﹤0.01%
+14
938
$4.9K ﹤0.01%
+93
939
$4.88K ﹤0.01%
+41
940
$4.87K ﹤0.01%
+56
941
$4.87K ﹤0.01%
120
942
$4.87K ﹤0.01%
+283
943
$4.87K ﹤0.01%
+13
944
$4.86K ﹤0.01%
+12
945
$4.84K ﹤0.01%
41
946
$4.82K ﹤0.01%
163
947
$4.82K ﹤0.01%
+41
948
$4.81K ﹤0.01%
+26
949
$4.8K ﹤0.01%
150
-3
950
$4.79K ﹤0.01%
+91
36 37
38
39 40