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
$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
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
1226
$1.03K ﹤0.01%
13
1227
$1.02K ﹤0.01%
48
1228
$1.02K ﹤0.01%
+90
1229
$1.02K ﹤0.01%
7
1230
$1K ﹤0.01%
56
1231
$984 ﹤0.01%
29
1232
$967 ﹤0.01%
19
1233
$954 ﹤0.01%
21
1234
$948 ﹤0.01%
2
1235
$942 ﹤0.01%
100
1236
$937 ﹤0.01%
12
1237
$926 ﹤0.01%
46
1238
$925 ﹤0.01%
10
1239
$904 ﹤0.01%
31
1240
$902 ﹤0.01%
15
1241
$899 ﹤0.01%
17
1242
$895 ﹤0.01%
20
1243
$891 ﹤0.01%
11
1244
$875 ﹤0.01%
74
1245
$867 ﹤0.01%
160
1246
$852 ﹤0.01%
25
1247
$828 ﹤0.01%
100
1248
$824 ﹤0.01%
35
1249
$821 ﹤0.01%
7
1250
$820 ﹤0.01%
89
48 49
50
51 52