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
1126
$2.51K ﹤0.01%
+50
1127
$2.49K ﹤0.01%
+29
1128
$2.45K ﹤0.01%
52
1129
$2.4K ﹤0.01%
+43
1130
$2.38K ﹤0.01%
98
1131
$2.37K ﹤0.01%
95
1132
$2.32K ﹤0.01%
15
+8
1133
$2.31K ﹤0.01%
67
1134
$2.31K ﹤0.01%
11
-592
1135
$2.29K ﹤0.01%
20
1136
$2.28K ﹤0.01%
44
1137
$2.27K ﹤0.01%
62
1138
$2.26K ﹤0.01%
39
+13
1139
$2.22K ﹤0.01%
+94
1140
$2.19K ﹤0.01%
24
1141
$2.17K ﹤0.01%
+29
1142
$2.14K ﹤0.01%
37
-1
1143
$2.12K ﹤0.01%
51
-375
1144
$2.1K ﹤0.01%
21
1145
$2.07K ﹤0.01%
59
1146
$2.07K ﹤0.01%
25
1147
$2.05K ﹤0.01%
+64
1148
$2.04K ﹤0.01%
56
1149
$2.03K ﹤0.01%
+83
1150
$2.02K ﹤0.01%
150
44 45
46
47 48