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
1051
$3.66K ﹤0.01%
+14
1052
$3.64K ﹤0.01%
29
1053
$3.63K ﹤0.01%
+224
1054
$3.63K ﹤0.01%
+179
1055
$3.61K ﹤0.01%
+69
1056
$3.58K ﹤0.01%
+84
1057
$3.58K ﹤0.01%
+152
1058
$3.58K ﹤0.01%
+1,516
1059
$3.58K ﹤0.01%
+140
1060
$3.57K ﹤0.01%
589
+569
1061
$3.56K ﹤0.01%
+174
1062
$3.54K ﹤0.01%
63
1063
$3.54K ﹤0.01%
+80
1064
$3.53K ﹤0.01%
+54
1065
$3.53K ﹤0.01%
49
1066
$3.51K ﹤0.01%
+17
1067
$3.5K ﹤0.01%
+36
1068
$3.5K ﹤0.01%
+41
1069
$3.49K ﹤0.01%
+23
1070
$3.48K ﹤0.01%
+93
1071
$3.47K ﹤0.01%
+119
1072
$3.46K ﹤0.01%
38
1073
$3.45K ﹤0.01%
104
1074
$3.44K ﹤0.01%
+116
1075
$3.42K ﹤0.01%
+21
41 42
43
44 45