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KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
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
+$991K
2
+$989K
3
+$765K
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$701K
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$545K

Top Sells

1
+$9.91M
2
+$1.19M
3
+$903K
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$901K
5
AVGO icon
Broadcom
AVGO
+$882K

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
1376
$22 ﹤0.01%
9
1377
$16 ﹤0.01%
2
1378
$13 ﹤0.01%
1
1379
$7 ﹤0.01%
1
1380
$4 ﹤0.01%
1
1381
– –
-137
1382
– –
-884
1383
– –
-38
1384
– –
-67
1385
– –
-1,725
1386
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-556
1387
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-285
1388
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-135
1389
– –
-25
1390
– –
-48
1391
– –
-168
1392
– –
-34,154
1393
– –
-56,444
1394
– –
-36,380
1395
– –
-10,927
1396
– –
-40
1397
– –
-1,500
1398
– –
-1,700
1399
– –
-2,565
1400
– –
-29
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