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
$440M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Top Buys

1
+$990K
2
+$953K
3
+$730K
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$675K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$545K

Top Sells

1
+$9.83M
2
+$1.19M
3
+$1.11M
4
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
+$903K
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$889K

Sector Composition

1 Technology 14.33%
2 Financials 4.92%
3 Healthcare 4.9%
4 Consumer Discretionary 3.6%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$3.96K ﹤0.01%
+28
1052
$3.96K ﹤0.01%
188
1053
$3.95K ﹤0.01%
23
1054
$3.93K ﹤0.01%
78
1055
$3.87K ﹤0.01%
+185
1056
$3.87K ﹤0.01%
126
-174
1057
$3.86K ﹤0.01%
89
1058
$3.84K ﹤0.01%
47
+41
1059
$3.81K ﹤0.01%
30
1060
$3.8K ﹤0.01%
67
1061
$3.79K ﹤0.01%
84
1062
$3.69K ﹤0.01%
+135
1063
$3.58K ﹤0.01%
99
1064
$3.56K ﹤0.01%
73
1065
$3.56K ﹤0.01%
57
+44
1066
$3.52K ﹤0.01%
46
1067
$3.51K ﹤0.01%
104
1068
$3.45K ﹤0.01%
50
1069
$3.44K ﹤0.01%
158
1070
$3.42K ﹤0.01%
90
1071
$3.42K ﹤0.01%
44
1072
$3.42K ﹤0.01%
46
+25
1073
$3.35K ﹤0.01%
100
1074
$3.32K ﹤0.01%
66
+20
1075
$3.28K ﹤0.01%
141
41 42
43
44 45