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
$562M
AUM Growth
+$13.9M
(+2.5%)
Holding
1,483
Top Buys
| 1 | +$1.65M | |
| 2 | +$1.59M | |
| 3 | +$1.56M | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$1.19M |
| 5 |
ProShares MSCI EAFE Dividend Growers ETF
EFAD
|
+$1.09M |
Top Sells
| 1 | +$1.44M | |
| 2 | +$689K | |
| 3 | +$474K | |
| 4 |
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
|
+$394K |
| 5 |
AstraZeneca
AZN
|
+$378K |
Sector Composition
| 1 | Technology | 12.23% |
| 2 | Healthcare | 4.95% |
| 3 | Financials | 4.74% |
| 4 | Consumer Discretionary | 2.94% |
| 5 | Industrials | 2.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Roblox
RBLX
$32.2B
| – | – |
-3
|
|
||
1477
Warner Music
WMG
$16.1B
| – | – |
-10
|
|
||
1478
Petco
WOOF
$957M
| – | – |
-100
|
|
||
1479
Wheaton Precious Metals
WPM
$59.2B
| – | – |
-96
|
|
||
1480
Willis Towers Watson
WTW
$24.2B
| – | – |
-3
|
|
||
1481
Amer Sports
AS
$20.6B
| – | – |
-5
|
|
||
1482
Reddit
RDDT
$32.6B
| – | – |
-1
|
|