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
1176
$1.77K ﹤0.01%
20
1177
$1.77K ﹤0.01%
5
1178
$1.76K ﹤0.01%
28
1179
$1.75K ﹤0.01%
67
1180
$1.74K ﹤0.01%
82
1181
$1.73K ﹤0.01%
+20
1182
$1.72K ﹤0.01%
+49
1183
$1.7K ﹤0.01%
79
1184
$1.7K ﹤0.01%
20
1185
$1.69K ﹤0.01%
25
1186
$1.69K ﹤0.01%
18
1187
$1.67K ﹤0.01%
41
1188
$1.62K ﹤0.01%
107
1189
$1.6K ﹤0.01%
32
1190
$1.57K ﹤0.01%
25
1191
$1.54K ﹤0.01%
39
1192
$1.54K ﹤0.01%
30
1193
$1.54K ﹤0.01%
+68
1194
$1.53K ﹤0.01%
+400
1195
$1.52K ﹤0.01%
56
1196
$1.52K ﹤0.01%
59
1197
$1.5K ﹤0.01%
173
1198
$1.5K ﹤0.01%
127
+27
1199
$1.49K ﹤0.01%
96
1200
$1.44K ﹤0.01%
17
46 47
48
49 50