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
1126
$1.58K ﹤0.01%
39
1127
$1.57K ﹤0.01%
59
1128
$1.55K ﹤0.01%
64
1129
$1.54K ﹤0.01%
26
1130
$1.54K ﹤0.01%
159
1131
$1.53K ﹤0.01%
30
1132
$1.5K ﹤0.01%
173
1133
$1.5K ﹤0.01%
17
1134
$1.48K ﹤0.01%
41
1135
$1.45K ﹤0.01%
180
-625
1136
$1.45K ﹤0.01%
40
-63
1137
$1.44K ﹤0.01%
54
1138
$1.43K ﹤0.01%
99
1139
$1.42K ﹤0.01%
100
1140
$1.41K ﹤0.01%
36
1141
$1.38K ﹤0.01%
42
1142
$1.38K ﹤0.01%
17
1143
$1.37K ﹤0.01%
142
1144
$1.37K ﹤0.01%
5
1145
$1.33K ﹤0.01%
61
1146
$1.33K ﹤0.01%
18
1147
$1.3K ﹤0.01%
12
1148
$1.29K ﹤0.01%
18
1149
$1.27K ﹤0.01%
39
1150
$1.26K ﹤0.01%
122
44 45
46
47 48