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
1076
$3.26K ﹤0.01%
40
1077
$3.26K ﹤0.01%
180
1078
$3.2K ﹤0.01%
120
1079
$3.2K ﹤0.01%
340
1080
$3.17K ﹤0.01%
100
1081
$3.16K ﹤0.01%
100
1082
$3.15K ﹤0.01%
+14
1083
$3.14K ﹤0.01%
360
1084
$3.13K ﹤0.01%
104
1085
$3.13K ﹤0.01%
35
1086
$3.13K ﹤0.01%
57
1087
$3.08K ﹤0.01%
112
1088
$3.08K ﹤0.01%
40
1089
$3.07K ﹤0.01%
46
+39
1090
$3.06K ﹤0.01%
120
1091
$3.05K ﹤0.01%
109
1092
$3.03K ﹤0.01%
40
+32
1093
$3.02K ﹤0.01%
26
1094
$3.01K ﹤0.01%
27
1095
$3K ﹤0.01%
+124
1096
$2.99K ﹤0.01%
87
1097
$2.98K ﹤0.01%
32
1098
$2.95K ﹤0.01%
78
1099
$2.94K ﹤0.01%
33
1100
$2.87K ﹤0.01%
216
42 43
44
45 46