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
1201
$1.43K ﹤0.01%
66
1202
$1.41K ﹤0.01%
31
1203
$1.38K ﹤0.01%
12
1204
$1.35K ﹤0.01%
54
1205
$1.35K ﹤0.01%
42
1206
$1.34K ﹤0.01%
41
1207
$1.34K ﹤0.01%
200
1208
$1.31K ﹤0.01%
21
1209
$1.31K ﹤0.01%
+18
1210
$1.3K ﹤0.01%
17
1211
$1.27K ﹤0.01%
108
1212
$1.26K ﹤0.01%
100
1213
$1.23K ﹤0.01%
61
1214
$1.23K ﹤0.01%
41
1215
$1.22K ﹤0.01%
39
1216
$1.22K ﹤0.01%
34
1217
$1.21K ﹤0.01%
48
1218
$1.19K ﹤0.01%
15
1219
$1.19K ﹤0.01%
35
1220
$1.19K ﹤0.01%
159
1221
$1.18K ﹤0.01%
23
1222
$1.18K ﹤0.01%
125
1223
$1.16K ﹤0.01%
200
1224
$1.15K ﹤0.01%
25
1225
$1.14K ﹤0.01%
27
47 48
49
50 51