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
1201
$1.27K ﹤0.01%
44
1202
$1.26K ﹤0.01%
31
1203
$1.25K ﹤0.01%
32
1204
$1.25K ﹤0.01%
61
1205
$1.24K ﹤0.01%
19
1206
$1.23K ﹤0.01%
12
1207
$1.22K ﹤0.01%
56
1208
$1.21K ﹤0.01%
61
1209
$1.2K ﹤0.01%
49
1210
$1.2K ﹤0.01%
4
1211
$1.19K ﹤0.01%
3
1212
$1.19K ﹤0.01%
300
1213
$1.17K ﹤0.01%
107
1214
$1.16K ﹤0.01%
25
+1
1215
$1.12K ﹤0.01%
79
1216
$1.09K ﹤0.01%
31
1217
$1.08K ﹤0.01%
14
-100
1218
$1.07K ﹤0.01%
8
1219
$1.07K ﹤0.01%
23
1220
$1.06K ﹤0.01%
18
1221
$1.06K ﹤0.01%
89
1222
$1.06K ﹤0.01%
7
1223
$1.04K ﹤0.01%
5
1224
$1.04K ﹤0.01%
17
1225
$1.03K ﹤0.01%
3
+2
47 48
49
50 51