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
1151
$1.26K ﹤0.01%
41
1152
$1.24K ﹤0.01%
31
1153
$1.24K ﹤0.01%
20
1154
$1.22K ﹤0.01%
4
1155
$1.22K ﹤0.01%
15
1156
$1.22K ﹤0.01%
15
1157
$1.2K ﹤0.01%
31
1158
$1.19K ﹤0.01%
34
1159
$1.18K ﹤0.01%
25
1160
$1.17K ﹤0.01%
61
1161
$1.16K ﹤0.01%
+63
1162
$1.16K ﹤0.01%
2
1163
$1.15K ﹤0.01%
23
1164
$1.15K ﹤0.01%
108
1165
$1.15K ﹤0.01%
35
1166
$1.14K ﹤0.01%
23
1167
$1.13K ﹤0.01%
24
1168
$1.13K ﹤0.01%
56
1169
$1.11K ﹤0.01%
32
1170
$1.1K ﹤0.01%
4
1171
$1.1K ﹤0.01%
13
1172
$1.08K ﹤0.01%
74
1173
$1.08K ﹤0.01%
26
1174
$1.07K ﹤0.01%
18
1175
$1.07K ﹤0.01%
15
+6
45 46
47
48 49