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
1076
$3.4K ﹤0.01%
117
1077
$3.38K ﹤0.01%
+250
1078
$3.38K ﹤0.01%
+97
1079
$3.37K ﹤0.01%
30
1080
$3.36K ﹤0.01%
96
1081
$3.35K ﹤0.01%
+20
1082
$3.34K ﹤0.01%
33
1083
$3.34K ﹤0.01%
141
1084
$3.33K ﹤0.01%
106
1085
$3.33K ﹤0.01%
+254
1086
$3.29K ﹤0.01%
64
1087
$3.28K ﹤0.01%
103
1088
$3.27K ﹤0.01%
+125
1089
$3.26K ﹤0.01%
90
1090
$3.26K ﹤0.01%
66
-67
1091
$3.23K ﹤0.01%
+153
1092
$3.22K ﹤0.01%
+214
1093
$3.21K ﹤0.01%
+34
1094
$3.15K ﹤0.01%
59
1095
$3.14K ﹤0.01%
165
1096
$3.11K ﹤0.01%
50
1097
$3.11K ﹤0.01%
500
1098
$3.1K ﹤0.01%
46
1099
$3.09K ﹤0.01%
40
1100
$3.08K ﹤0.01%
158
42 43
44
45 46