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
1126
$2.67K ﹤0.01%
100
1127
$2.64K ﹤0.01%
267
1128
$2.64K ﹤0.01%
78
1129
$2.59K ﹤0.01%
60
1130
$2.58K ﹤0.01%
100
1131
$2.57K ﹤0.01%
58
1132
$2.51K ﹤0.01%
77
1133
$2.5K ﹤0.01%
550
1134
$2.48K ﹤0.01%
78
1135
$2.46K ﹤0.01%
591
1136
$2.46K ﹤0.01%
37
1137
$2.44K ﹤0.01%
7,500
1138
$2.42K ﹤0.01%
38
1139
$2.42K ﹤0.01%
98
1140
$2.4K ﹤0.01%
2,500
1141
$2.39K ﹤0.01%
80
1142
$2.36K ﹤0.01%
88
1143
$2.34K ﹤0.01%
200
1144
$2.31K ﹤0.01%
600
1145
$2.3K ﹤0.01%
46
1146
$2.3K ﹤0.01%
1,016
1147
$2.29K ﹤0.01%
100
1148
$2.28K ﹤0.01%
+170
1149
$2.21K ﹤0.01%
67
1150
$2.21K ﹤0.01%
375
44 45
46
47 48