KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$940K
3
+$918K
4
BSMQ icon
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
+$770K
5
BSMP icon
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$652K

Top Sells

1
+$461K
2
+$384K
3
+$357K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$246K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Technology 13.38%
2 Healthcare 5.5%
3 Financials 4.61%
4 Consumer Discretionary 3.5%
5 Consumer Staples 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$84.8K 0.02%
884
+4
377
$84.8K 0.02%
423
378
$84.4K 0.02%
937
+6
379
$83.9K 0.02%
1,835
+7
380
$83.3K 0.02%
500
381
$83.1K 0.02%
2,300
+22
382
$82.4K 0.02%
3,370
383
$81.8K 0.02%
2,921
+1,348
384
$81.5K 0.02%
2,361
+18
385
$79.8K 0.02%
735
386
$79.4K 0.02%
6,836
-1,469
387
$79.1K 0.02%
999
388
$78.9K 0.02%
380
+2
389
$78.8K 0.02%
7,463
390
$78.8K 0.02%
1,572
391
$78.7K 0.02%
406
392
$78.4K 0.02%
1,650
393
$77.7K 0.02%
775
394
$77.6K 0.02%
1,274
395
$77.5K 0.02%
1,190
396
$77.1K 0.02%
1,037
397
$77.1K 0.02%
1,084
+1
398
$76.9K 0.02%
429
+130
399
$76.3K 0.02%
691
-315
400
$76.2K 0.02%
4,570
14 15
16
17 18