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KFI
Key Financial Inc Portfolio holdings
AUM
$562M
1-Year Est. Return
17.42%
This Fund
S&P 500
1 Year Est. Return
+17.42%
AUM
$366M
AUM Growth
+$69.3M
(+23%)
Holding
1,372
Top Buys
| 1 | +$7.22M | |
| 2 | +$6.91M | |
| 3 | +$5.35M | |
| 4 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$5.07M |
| 5 |
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
|
+$3.72M |
Top Sells
| 1 | +$458K | |
| 2 | +$415K | |
| 3 | +$382K | |
| 4 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
+$348K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$143K |
Sector Composition
| 1 | Technology | 13.19% |
| 2 | Healthcare | 6.15% |
| 3 | Financials | 4.67% |
| 4 | Consumer Discretionary | 3.94% |
| 5 | Consumer Staples | 3.02% |