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
1151
$1.97K ﹤0.01%
17
1152
$1.97K ﹤0.01%
63
1153
$1.96K ﹤0.01%
29
1154
$1.93K ﹤0.01%
39
1155
$1.91K ﹤0.01%
25
1156
$1.91K ﹤0.01%
216
1157
$1.89K ﹤0.01%
13
1158
$1.87K ﹤0.01%
35
1159
$1.84K ﹤0.01%
59
1160
$1.83K ﹤0.01%
41
1161
$1.8K ﹤0.01%
385
1162
$1.79K ﹤0.01%
24
1163
$1.78K ﹤0.01%
10
1164
$1.75K ﹤0.01%
60
1165
$1.74K ﹤0.01%
+40
1166
$1.74K ﹤0.01%
41
1167
$1.73K ﹤0.01%
+20
1168
$1.72K ﹤0.01%
18
1169
$1.66K ﹤0.01%
25
1170
$1.65K ﹤0.01%
+12
1171
$1.64K ﹤0.01%
159
1172
$1.63K ﹤0.01%
30
1173
$1.62K ﹤0.01%
68
1174
$1.61K ﹤0.01%
36
1175
$1.6K ﹤0.01%
32
45 46
47
48 49