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
$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
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
1276
$674 ﹤0.01%
12
1277
$670 ﹤0.01%
16
1278
$652 ﹤0.01%
75
1279
$650 ﹤0.01%
130
1280
$623 ﹤0.01%
+9
1281
$619 ﹤0.01%
33
1282
$616 ﹤0.01%
13
1283
$612 ﹤0.01%
15
1284
$611 ﹤0.01%
15
1285
$587 ﹤0.01%
20
1286
$562 ﹤0.01%
8
1287
$562 ﹤0.01%
50
1288
$550 ﹤0.01%
66
1289
$538 ﹤0.01%
17
1290
$538 ﹤0.01%
9
1291
$534 ﹤0.01%
342
+92
1292
$522 ﹤0.01%
9
1293
$516 ﹤0.01%
53
1294
$495 ﹤0.01%
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1295
$494 ﹤0.01%
20
1296
$488 ﹤0.01%
5
1297
$486 ﹤0.01%
+17
1298
$468 ﹤0.01%
16
1299
$465 ﹤0.01%
13
1300
$450 ﹤0.01%
6
50 51
52
53 54