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
1101
$2.01K ﹤0.01%
25
1102
$2K ﹤0.01%
52
1103
$2K ﹤0.01%
21
1104
$2K ﹤0.01%
25
1105
$1.99K ﹤0.01%
100
1106
$1.91K ﹤0.01%
60
1107
$1.9K ﹤0.01%
100
1108
$1.88K ﹤0.01%
38
1109
$1.86K ﹤0.01%
1,016
1110
$1.85K ﹤0.01%
79
1111
$1.83K ﹤0.01%
24
-775
1112
$1.79K ﹤0.01%
50
-3
1113
$1.78K ﹤0.01%
18
1114
$1.77K ﹤0.01%
41
1115
$1.76K ﹤0.01%
20
1116
$1.75K ﹤0.01%
49
1117
$1.74K ﹤0.01%
56
1118
$1.73K ﹤0.01%
20
1119
$1.69K ﹤0.01%
100
1120
$1.67K ﹤0.01%
200
1121
$1.64K ﹤0.01%
32
1122
$1.64K ﹤0.01%
107
1123
$1.59K ﹤0.01%
25
1124
$1.59K ﹤0.01%
30
1125
$1.58K ﹤0.01%
68
43 44
45
46 47