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
926
$5.09K ﹤0.01%
93
927
$5.08K ﹤0.01%
270
928
$5.07K ﹤0.01%
10
929
$5.07K ﹤0.01%
160
930
$5.04K ﹤0.01%
180
931
$5.03K ﹤0.01%
20
932
$5.02K ﹤0.01%
66
933
$5.02K ﹤0.01%
12
934
$5K ﹤0.01%
41
935
$5K ﹤0.01%
321
936
$4.99K ﹤0.01%
350
937
$4.93K ﹤0.01%
59
938
$4.92K ﹤0.01%
45
-942
939
$4.9K ﹤0.01%
58
940
$4.87K ﹤0.01%
283
941
$4.86K ﹤0.01%
117
942
$4.82K ﹤0.01%
44
943
$4.8K ﹤0.01%
354
944
$4.79K ﹤0.01%
646
945
$4.78K ﹤0.01%
29
946
$4.77K ﹤0.01%
50
947
$4.76K ﹤0.01%
95
948
$4.72K ﹤0.01%
39
949
$4.7K ﹤0.01%
120
950
$4.66K ﹤0.01%
35
36 37
38
39 40