KFI
Key Financial Inc Portfolio holdings
AUM
$497M
1-Year Return
13.15%
This Quarter Return
+5.15%
1 Year Return
+13.15%
3 Year Return
+47.67%
5 Year Return
+84.09%
10 Year Return
–
AUM
$302M
AUM Growth
+$27.5M
(+10%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
5.11%
Top 10 Holdings %
Top 10 Hldgs %
32.43%
Holding
1,399
New
233
Increased
325
Reduced
60
Closed
17
Top Buys
Top Sells
| 1 |
Canadian Pacific Kansas City
CP
|
+$761K |
| 2 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
+$466K |
| 3 |
Walt Disney
DIS
|
+$409K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$382K |
| 5 |
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% |
