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
1226
$1.14K ﹤0.01%
61
1227
$1.13K ﹤0.01%
15
1228
$1.11K ﹤0.01%
23
1229
$1.08K ﹤0.01%
24
+1
1230
$1.08K ﹤0.01%
30
1231
$1.07K ﹤0.01%
142
1232
$1.06K ﹤0.01%
2
1233
$1.05K ﹤0.01%
26
1234
$1.03K ﹤0.01%
32
1235
$1.03K ﹤0.01%
125
1236
$1.02K ﹤0.01%
36
1237
$1.02K ﹤0.01%
13
1238
$1.01K ﹤0.01%
56
1239
$1K ﹤0.01%
12
1240
$1K ﹤0.01%
18
1241
$1K ﹤0.01%
50
1242
$997 ﹤0.01%
89
1243
$993 ﹤0.01%
74
1244
$976 ﹤0.01%
17
1245
$966 ﹤0.01%
19
1246
$950 ﹤0.01%
18
1247
$948 ﹤0.01%
18
1248
$945 ﹤0.01%
24
1249
$933 ﹤0.01%
10
1250
$921 ﹤0.01%
40
48 49
50
51 52