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
951
$4.79K ﹤0.01%
10
952
$4.79K ﹤0.01%
249
953
$4.78K ﹤0.01%
+178
954
$4.77K ﹤0.01%
275
955
$4.75K ﹤0.01%
95
956
$4.72K ﹤0.01%
+35
957
$4.71K ﹤0.01%
270
958
$4.7K ﹤0.01%
+29
959
$4.68K ﹤0.01%
+28
960
$4.57K ﹤0.01%
+20
961
$4.57K ﹤0.01%
245
962
$4.56K ﹤0.01%
+29
963
$4.55K ﹤0.01%
97
964
$4.53K ﹤0.01%
432
965
$4.51K ﹤0.01%
+202
966
$4.5K ﹤0.01%
+580
967
$4.48K ﹤0.01%
246
968
$4.48K ﹤0.01%
+39
969
$4.44K ﹤0.01%
+66
970
$4.44K ﹤0.01%
+68
971
$4.43K ﹤0.01%
+23
972
$4.42K ﹤0.01%
421
973
$4.4K ﹤0.01%
+94
974
$4.39K ﹤0.01%
44
975
$4.39K ﹤0.01%
+33
37 38
39
40 41