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
$97.5M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$490K
2
+$425K
3
+$301K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$282K
5
BSMP icon
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$267K

Top Sells

1
+$643K
2
+$478K
3
+$267K
4
BP icon
BP
BP
+$211K
5
HON icon
Honeywell
HON
+$204K

Sector Composition

1 Technology 19.17%
2 Healthcare 15.16%
3 Communication Services 9.02%
4 Consumer Discretionary 7.33%
5 Financials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.34%
2,591
+616
77
$321K 0.33%
10,585
78
$301K 0.31%
+4,991
79
$301K 0.31%
6,954
-131
80
$298K 0.31%
1,430
81
$289K 0.3%
5,574
+129
82
$282K 0.29%
+4,888
83
$276K 0.28%
11,458
-172
84
$272K 0.28%
1,599
-164
85
$267K 0.27%
+10,330
86
$266K 0.27%
+10,402
87
$266K 0.27%
+10,395
88
$266K 0.27%
+10,467
89
$262K 0.27%
1,310
90
$256K 0.26%
2,202
+160
91
$255K 0.26%
4,034
92
$249K 0.26%
3,457
93
$240K 0.25%
+9,467
94
$238K 0.24%
+711
95
$234K 0.24%
+4,800
96
$233K 0.24%
5,278
97
$232K 0.24%
3,784
+110
98
$231K 0.24%
684
99
$230K 0.24%
+2,883
100
$230K 0.24%
3,268
-50
1 2 3
4
5