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
1251
$817 ﹤0.01%
59
1252
$793 ﹤0.01%
830
1253
$772 ﹤0.01%
6
1254
$743 ﹤0.01%
10
1255
$741 ﹤0.01%
20
1256
$730 ﹤0.01%
6
1257
$716 ﹤0.01%
10
1258
$690 ﹤0.01%
20
1259
$683 ﹤0.01%
7
1260
$664 ﹤0.01%
19
1261
$654 ﹤0.01%
15
1262
$648 ﹤0.01%
18
1263
$633 ﹤0.01%
100
1264
$632 ﹤0.01%
130
1265
$630 ﹤0.01%
7
1266
$620 ﹤0.01%
53
1267
$615 ﹤0.01%
13
1268
$607 ﹤0.01%
50
1269
$607 ﹤0.01%
16
1270
$605 ﹤0.01%
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1271
$592 ﹤0.01%
9
1272
$590 ﹤0.01%
66
1273
$590 ﹤0.01%
3
1274
$579 ﹤0.01%
7
1275
$568 ﹤0.01%
17
49 50
51
52 53