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
1076
$2.39K ﹤0.01%
88
1077
$2.39K ﹤0.01%
33
1078
$2.37K ﹤0.01%
25
1079
$2.36K ﹤0.01%
46
1080
$2.3K ﹤0.01%
25
1081
$2.3K ﹤0.01%
87
1082
$2.29K ﹤0.01%
53
1083
$2.27K ﹤0.01%
38
1084
$2.23K ﹤0.01%
16
1085
$2.22K ﹤0.01%
67
1086
$2.22K ﹤0.01%
62
1087
$2.2K ﹤0.01%
52
1088
$2.18K ﹤0.01%
100
1089
$2.17K ﹤0.01%
8
1090
$2.16K ﹤0.01%
24
1091
$2.15K ﹤0.01%
67
1092
$2.14K ﹤0.01%
100
1093
$2.12K ﹤0.01%
26
1094
$2.1K ﹤0.01%
21
1095
$2.08K ﹤0.01%
8
-18
1096
$2.07K ﹤0.01%
82
1097
$2.07K ﹤0.01%
32
1098
$2.05K ﹤0.01%
150
1099
$2.03K ﹤0.01%
57
1100
$2.02K ﹤0.01%
591
42 43
44
45 46