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
951
$4.65K ﹤0.01%
275
952
$4.65K ﹤0.01%
29
953
$4.64K ﹤0.01%
41
954
$4.62K ﹤0.01%
67
955
$4.62K ﹤0.01%
202
956
$4.6K ﹤0.01%
28
957
$4.59K ﹤0.01%
149
958
$4.58K ﹤0.01%
106
959
$4.57K ﹤0.01%
+112
960
$4.53K ﹤0.01%
246
961
$4.51K ﹤0.01%
194
962
$4.5K ﹤0.01%
56
963
$4.48K ﹤0.01%
34
964
$4.48K ﹤0.01%
46
965
$4.45K ﹤0.01%
23
966
$4.45K ﹤0.01%
41
967
$4.39K ﹤0.01%
44
968
$4.38K ﹤0.01%
83
969
$4.37K ﹤0.01%
421
970
$4.37K ﹤0.01%
30
971
$4.35K ﹤0.01%
13
972
$4.35K ﹤0.01%
126
973
$4.34K ﹤0.01%
194
974
$4.33K ﹤0.01%
127
975
$4.33K ﹤0.01%
93
37 38
39
40 41