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
1351
$126 ﹤0.01%
16
1352
$121 ﹤0.01%
2
1353
$120 ﹤0.01%
18
1354
$119 ﹤0.01%
11
1355
$115 ﹤0.01%
6
1356
$96 ﹤0.01%
10
1357
$95 ﹤0.01%
75
1358
$94 ﹤0.01%
+4
1359
$92 ﹤0.01%
27
1360
$86 ﹤0.01%
1
1361
$85 ﹤0.01%
16
1362
$83 ﹤0.01%
2
1363
$78 ﹤0.01%
8
1364
$78 ﹤0.01%
9
1365
$67 ﹤0.01%
1
1366
$66 ﹤0.01%
5
1367
$64 ﹤0.01%
6
1368
$59 ﹤0.01%
6
1369
$56 ﹤0.01%
6
1370
$51 ﹤0.01%
12
1371
$38 ﹤0.01%
10
-3
1372
$37 ﹤0.01%
3
1373
$36 ﹤0.01%
2
1374
$30 ﹤0.01%
4
1375
$29 ﹤0.01%
2
53 54
55
56 57