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
1051
$2.88K ﹤0.01%
96
1052
$2.88K ﹤0.01%
40
1053
$2.84K ﹤0.01%
+101
1054
$2.82K ﹤0.01%
98
1055
$2.82K ﹤0.01%
200
1056
$2.78K ﹤0.01%
58
1057
$2.7K ﹤0.01%
100
1058
$2.69K ﹤0.01%
349
1059
$2.68K ﹤0.01%
77
1060
$2.66K ﹤0.01%
419
1061
$2.59K ﹤0.01%
375
1062
$2.57K ﹤0.01%
59
1063
$2.56K ﹤0.01%
100
1064
$2.56K ﹤0.01%
37
1065
$2.55K ﹤0.01%
14
1066
$2.48K ﹤0.01%
150
1067
$2.47K ﹤0.01%
78
1068
$2.46K ﹤0.01%
600
1069
$2.45K ﹤0.01%
550
1070
$2.45K ﹤0.01%
38
1071
$2.45K ﹤0.01%
+16
1072
$2.44K ﹤0.01%
10
1073
$2.44K ﹤0.01%
98
1074
$2.43K ﹤0.01%
20
1075
$2.4K ﹤0.01%
+68
41 42
43
44 45