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
976
$4.37K ﹤0.01%
+250
977
$4.37K ﹤0.01%
+127
978
$4.36K ﹤0.01%
+14
979
$4.31K ﹤0.01%
+28
980
$4.29K ﹤0.01%
93
981
$4.28K ﹤0.01%
+36
982
$4.28K ﹤0.01%
+31
983
$4.27K ﹤0.01%
+19
984
$4.27K ﹤0.01%
+194
985
$4.26K ﹤0.01%
333
986
$4.25K ﹤0.01%
+46
987
$4.24K ﹤0.01%
106
988
$4.24K ﹤0.01%
+133
989
$4.23K ﹤0.01%
35
990
$4.23K ﹤0.01%
+46
991
$4.23K ﹤0.01%
+61
992
$4.22K ﹤0.01%
30
993
$4.21K ﹤0.01%
+79
994
$4.21K ﹤0.01%
109
995
$4.16K ﹤0.01%
126
996
$4.16K ﹤0.01%
419
997
$4.15K ﹤0.01%
+22
998
$4.13K ﹤0.01%
99
999
$4.12K ﹤0.01%
+350
1000
$4.12K ﹤0.01%
+60
38 39
40
41 42