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
1251
$915 ﹤0.01%
99
1252
$904 ﹤0.01%
4
1253
$902 ﹤0.01%
89
1254
$899 ﹤0.01%
+21
1255
$895 ﹤0.01%
125
1256
$890 ﹤0.01%
10
1257
$857 ﹤0.01%
141
1258
$841 ﹤0.01%
88
1259
$822 ﹤0.01%
160
1260
$808 ﹤0.01%
385
1261
$780 ﹤0.01%
9
1262
$780 ﹤0.01%
19
1263
$746 ﹤0.01%
42
1264
$741 ﹤0.01%
+322
1265
$731 ﹤0.01%
5
1266
$722 ﹤0.01%
100
1267
$718 ﹤0.01%
5
1268
$708 ﹤0.01%
86
1269
$702 ﹤0.01%
21
1270
$695 ﹤0.01%
6
1271
$686 ﹤0.01%
46
1272
$685 ﹤0.01%
5
1273
$682 ﹤0.01%
35
1274
$678 ﹤0.01%
18
1275
$677 ﹤0.01%
21
49 50
51
52 53