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
1026
$3.87K ﹤0.01%
+180
1027
$3.85K ﹤0.01%
+194
1028
$3.85K ﹤0.01%
+104
1029
$3.84K ﹤0.01%
467
1030
$3.84K ﹤0.01%
+37
1031
$3.84K ﹤0.01%
+63
1032
$3.83K ﹤0.01%
30
1033
$3.82K ﹤0.01%
218
1034
$3.82K ﹤0.01%
+58
1035
$3.81K ﹤0.01%
360
1036
$3.81K ﹤0.01%
+32
1037
$3.81K ﹤0.01%
+301
1038
$3.8K ﹤0.01%
+87
1039
$3.8K ﹤0.01%
325
1040
$3.79K ﹤0.01%
+145
1041
$3.73K ﹤0.01%
+354
1042
$3.73K ﹤0.01%
+66
1043
$3.73K ﹤0.01%
+319
1044
$3.72K ﹤0.01%
44
1045
$3.72K ﹤0.01%
142
1046
$3.7K ﹤0.01%
83
1047
$3.69K ﹤0.01%
250
1048
$3.67K ﹤0.01%
+188
1049
$3.67K ﹤0.01%
+122
1050
$3.66K ﹤0.01%
+104
40 41
42
43 44