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
1276
$561 ﹤0.01%
3
1277
$555 ﹤0.01%
12
1278
$538 ﹤0.01%
100
1279
$531 ﹤0.01%
15
1280
$527 ﹤0.01%
+27
1281
$523 ﹤0.01%
16
1282
$518 ﹤0.01%
37
1283
$516 ﹤0.01%
21
1284
$514 ﹤0.01%
24
1285
$505 ﹤0.01%
20
1286
$503 ﹤0.01%
5
1287
$494 ﹤0.01%
6
1288
$490 ﹤0.01%
31
1289
$484 ﹤0.01%
60
1290
$482 ﹤0.01%
10
1291
$474 ﹤0.01%
5
1292
$471 ﹤0.01%
187
1293
$468 ﹤0.01%
2
1294
$466 ﹤0.01%
2
1295
$462 ﹤0.01%
9
1296
$448 ﹤0.01%
4
1297
$443 ﹤0.01%
+8
1298
$442 ﹤0.01%
17
1299
$433 ﹤0.01%
5
1300
$428 ﹤0.01%
13
50 51
52
53 54