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
451
$60.7K 0.01%
839
452
$60.4K 0.01%
969
+7
453
$60K 0.01%
1,725
454
$59.8K 0.01%
3,846
455
$59.5K 0.01%
902
+1
456
$58.7K 0.01%
1,025
+17
457
$58.2K 0.01%
5,479
458
$57.6K 0.01%
1,650
459
$57.4K 0.01%
969
460
$57.2K 0.01%
978
461
$56.2K 0.01%
636
-384
462
$56.2K 0.01%
4,083
463
$55.8K 0.01%
72
464
$55.4K 0.01%
2,778
465
$55.4K 0.01%
661
466
$55.2K 0.01%
659
467
$53.4K 0.01%
195
468
$52.5K 0.01%
106
+6
469
$52.4K 0.01%
442
470
$52.2K 0.01%
253
+3
471
$52K 0.01%
1,037
472
$52K 0.01%
227
-53
473
$51.9K 0.01%
568
474
$51.5K 0.01%
83
+3
475
$51.4K 0.01%
737
17 18
19
20 21