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
1151
$2.19K ﹤0.01%
20
1152
$2.17K ﹤0.01%
830
1153
$2.17K ﹤0.01%
25
1154
$2.15K ﹤0.01%
87
1155
$2.13K ﹤0.01%
30
1156
$2.1K ﹤0.01%
21
1157
$2.09K ﹤0.01%
100
1158
$2.04K ﹤0.01%
52
1159
$2.03K ﹤0.01%
8
1160
$2.01K ﹤0.01%
24
1161
$2K ﹤0.01%
+28
1162
$2K ﹤0.01%
53
1163
$1.96K ﹤0.01%
26
1164
$1.95K ﹤0.01%
100
1165
$1.93K ﹤0.01%
21
1166
$1.91K ﹤0.01%
10
1167
$1.89K ﹤0.01%
57
1168
$1.88K ﹤0.01%
150
1169
$1.88K ﹤0.01%
25
1170
$1.86K ﹤0.01%
38
1171
$1.85K ﹤0.01%
52
1172
$1.82K ﹤0.01%
122
1173
$1.82K ﹤0.01%
25
1174
$1.81K ﹤0.01%
32
1175
$1.81K ﹤0.01%
24
45 46
47
48 49